Bill works on several planning-related tasks where he is building specialized skills and knowledge related to insurance and the complexities of multigenerational wealth.
For more than 5 years, Bill has been helping entrepreneurs and their families simplify their financial lives. He earned a Bachelor’s degree in Business Administration with a dual concentration in Finance and Economics.
Prior to joining the Waldron team, Bill developed himself professionally by interning with McKesson and Erie Insurance.
At Waldron, Bill oversees the wealth planning of the family enterprise department. He implements individualized planning strategies in the areas of estate planning, cash flow management, charitable giving, risk management, and taxation.
Outside the office, Bill enjoys traveling, boating, and playing frisbee. He resides in Oakdale, PA.