Bill is a CPA with extensive knowledge in Federal income tax laws and Federal estate tax laws. He is also a CFP®, the most highly regarded designation within the financial planning industry. The CFP® designation reflects Bill’s extensive experience and education in the financial planning arena, as well as his commitment to continuing education and the CFP® Board’s Code of Ethics.
He is an active member of the National Association of Personal Financial Advisors, the foremost professional association for fee-only financial advisors, the American Institute of Certified Public Accountants, and the Maryland Association of Certified Public Accountants.
In addition to his 20 years of extensive wealth management planning experience with Bay Point, Bill was previously employed with a Fortune 100 corporation for 10 years, working in the areas of business planning, corporate retirement plans, employee benefits.
Bill was born in Philadelphia but is a lifelong Marylander. He is an avid racquetball player, loves spending time with his family and spends as many summer days as possible enjoying the Chesapeake Bay. Bill and his wife, Chris, spend a good portion of each year enjoying (and working) in beautiful Sarasota, Florida.
Schedule an appointment: