Bill brings a broad base of education, experience and service to the More than Money team. His 30 year career has included diverse accounting, financial and investment positions, as well as 13 years as a Financial Advisor. Bill began his investment career with Smith Barney in Manhattan and thereafter advised clients with Bank of America in the Lehigh Valley.
Bill holds a BS in Business Administration from Mercy College, an MBA from NYU’s Stern School and an MA in Theology from the University of Scranton. Bill has served his community as Monroe County’s first County Controller, and his country as a Marine.
He reenlisted for service in the National Guard shortly after the September 11 attacks and was deployed for a year as a US Army Cavalry Scout. He’s motivated to continue his tradition of service by caring for the needs of More than Money clients.
Bill and his wife Jane are active in many community programs and spend as much time visiting with their four grown children as they can. When not involved with their family, careers and community, Bill and Jane most enjoy visiting museums, attending plays and concerts and working on their ballroom dancing skills.
Favorite quote: “To overcome resistance is to experience the full delight of existence.” – Arthur Schopenhauer.