Bill creates value-driven strategies for clients that respond to present needs while planning for future contingencies and growth.

Bill meets personally with clients to understand and assess a client’s needs for accounting and other financial services. As an advisor for every stage of the business or family lifecycle, Bill shares his expertise on a wide range of financial matters. Clients trust Bill for hands-on problem-solving, dependable plans, and reliable account management services. Colleagues turn to Bill for professional leadership, guided by his lifelong dedication to integrity and service.

Check the background of this financial professional on FINRA’s BrokerCheck.

Please Note: EisnerAmper Wealth Management & Corporate Benefits, LLC and its employees do not serve in the capacity of an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.

Degrees & licensing

  • BS –Accounting
  • BA –Economics
  • Securities Licenses; 6, 7, 63, 65
  • Life, Accident & Health

Areas of Specialization

  • Education Plans
  • Investment Advisory
  • Wealth Management
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Retirement Planning

Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EisnerAmper Wealth Management and Corporate Benefits. EisnerAmper Wealth Management and Corporate Benefits is not affiliated with DAI Securities.