William has been in financial services industry for over 28 years, licensed in 1988. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant. A graduate of St. Paul's College in Lawrenceville, Virginia with a Bachelor of Science degree in Business Administration. He is an active member of many professional organizations. His experience includes retirement planning, education planning, long term care and insurance needs analysis, and estate planning.
William and his wife, Tammy, are the proud parents of a daughter. He is actively involved in his church and community. He enjoys physical fitness, and relaxing with his family and helping others.