Regional Vice President
Bill has worked in the financial industry since 1997, holding various positions at Fidelity Investments, Union Bank, and Ameriprise. As a planning and guidance consultant in Fidelity’s tax-exempt market group, he created plans for higher education and healthcare clients. As an associate vice president at Union Bank, Bill served as a financial planning resource for the pacific northwest region. His goal is to simplify complex financial and investment content and ensure high client satisfaction. Bill earned both his Bachelor of Science degree and MBA from the University of Massachusetts, Amherst.