Bill has over 20 years in the financial services industry. He has the CFP® designation and has been recognized by NJ Best Magazine as one of the top financial advisors in NJ. He has qualified for John Hancock's ACE award which is given to the top 250 Representatives in the John Hancock Network. Bill works with individuals and small business with wealth management, insurance and tax efficiency planning. He taylor makes financial plans to fit the individual's needs and risk tolerance.