Our Qualifications

Bill, grew up in Lincoln, Rhode Island. Upon completion of his undergraduate studies at Providence College (Providence, RI) and earning a Masters Degree in Business Administration (MBA) from the University of Miami (Coral Gables, FL) he began his career working in Boston. Since moving to Cape Cod, he has been working with individuals and businesses in the area for over 25 years.

In addition to his educational background, Bill has extensive personal and professional experience and is trained and licensed to sell a variety of investment and insurance products. He has completed all the courses to become a Certified Financial Planner (CFP).

Bill and his wife Lisa (a Falmouth native) reside in Sandwich and have 3 grown children --  Kate, and twin sons, Andy & Chris, all happily living and working in the Boston area.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a blueprint to working toward a more secure financial future.