Professional Story:

It is my mission to make a material difference in my clients' lives by joining in partnership to proactively focus on the critical financial issues that present themselves on a regular basis. To assist my clients by bringing together research, perspective, experience, and products so that sound financial decisions can be made. This focus is to foster the creation and preservation of wealth to establish financial independence today and maximize the perpetuation of the wealth for the benefit of generations to come.

Qualifications:

• B.S. Finance/Economics Penn State University
• Certified Financial Planner Professional designee
• Chartered Financial Consultant designee
• Chartered Life Underwriter designee
• Over 36 years of experience
• Managing Partner uFinancial Group

Specialties:

• Financial Planning
• Estate Planning Strategies
• Fee Based Managed Accounts
• Risk Management Strategies
• Retirement Planning
• Charitable Giving

Personal:

• William’s outside interests include racquetball, golfing and spending time with his wife Amy Sue and his three children Scott, Christian and Jessica.