“Opportunities don’t happen. You create them.” —Chris Grosser

William is dedicated to being a trusted resource for his clients’ investment planning needs. Having started his own neighborhood landscaping business in high school, he learned early on that delivering measurable results based on each client’s unique goals was a key component to long lasting success and making a positive impact on those he serves.

William’s hometown is Katonah, NY . William graduated from Virginia Tech with a Bachelor of Science in Financial Services and Consumer Studies. William’s other areas of focus include comprehensive wealth planning, investment strategy selection, and portfolio construction. He also currently holds his Series 7, 66, and Insurance Agent licenses.

William is passionate about providing exceptional service to his clients and thoughtfully guiding them through every step of the investment planning process. When he is not helping families achieve their financial goals, you can find him fishing, skiing or spending time with his family.