Bio

Bill has been working in the banking industry for more than 34 years, with 29 of those years spent serving the financial needs of clients at our bank. He has earned an RICPÒ designation (Retirement Income Certified Professional). While Bill specializes in Retirement Planning, his years of experience allow him to successfully assist clients at any stage of their financial lives. His approach focuses on the duty of care and building client trust and loyalty with every client interaction.