Bill is a CERTIFIED FINANCIAL PLANNER™ and has been in the investment industry since 2014. Prior to joining our team, he worked at Chemung Canal as a Retirement Services Relationship Manager. In his spare time, he enjoys coaching lacrosse and spending time with his wife and two sons.

LICENSES

• Series 7, and 63 securities licenses
• NY Life, Accident, and Health Insurance

EDUCATION

• Bachelors of Science, Concentration in Economics, SUNY Oneonta