With over 26 years of experience, Bill, a CERTIFIED FINANCIAL PLANNER® professional and former U.S. Marine, has dedicated his career to assisting clients in achieving their financial goals. Combining military discipline with financial expertise, Bill brings a unique perspective to wealth management, helping clients navigate complexities of finance with precision and dedication. Originally from Fairfield, CT, Bill shares a fulfilling life with wife Marie and their two children, Jake and Zack. Beyond the world of finance, Bill enjoys exploring new destinations, maintaining intricate saltwater reef tanks, and engaging in the discipline of Muay Thai as hobbies.