About William

I started my career in financial services over 25 years ago and have been a TIAA Wealth Management Advisor for over 17 years. My practice focuses on helping clients coordinate their income, investment, legacy, and incapacity planning to provide a clear path forward and peace of mind as they transition to and through retirement. I love when I hear feedback from clients that I have given them confidence or relieved anxiety by helping them overcome a challenging financial obstacle. I also enjoy meeting my clients’ children and extended networks of family and friends as our relationships deepen.

I like to spend my spare time exploring the outdoors with my wife and our 2 children ages 21 and 18, where we can be found hiking, skiing, camping, or trail running all over the country. I am also an active member of the New England Innocence Project’s Running for Innocence team, raising awareness and funds in the effort to overturn wrongful convictions. I am a Certified Financial Planner®, Certified Investment Management Analyst® and graduated from The Colorado College with a BA in English.