7901 Jones Branch Drive, Suite 800
McLean, VA 22102
(703) 748-1372 (FAX)
For over four decades, Bill’s been intimately involved in financial services. His experience covers developing management procedures, compliance criteria, and special projects for the ICFP in the Washington DC Chapter. Bill uses his wisdom and talents in helping clients with business transitions, retirement planning and long term care insurance needs.
Bill is a graduate of MIT ( SC EE) and Purdue University (MS Industrial Management) and was awarded the Cum Laude from Saint Albans School, Washington, D.C. He holds FINRA 24, Registered Representative Series 7, and Series 63 and 65, as well as Life, Health and Variable Annuities.
Bill’s new hobby is flying. He also enjoys spending time with his extended family, sailing and mentoring young people interested in technology and aviation.