Bill joined Moneco in March 2023 with a singular mission: to help people make confident, informed financial decisions that align with their goals and values. Since beginning his career in 2018, Bill has built meaningful, long-term relationships with clients at all stages of life, guiding them through everything from day-to-day financial choices to long-term planning strategies. His journey to becoming a CERTIFIED FINANCIAL PLANNER® professional was rooted in one core belief: financial advice should always begin and end with what’s best for the client. Earning the CFP® designation was a natural step in his commitment to deeper, more comprehensive planning and advice. Bill is passionate about demystifying complex financial topics and helping clients find clarity in their financial lives—whether they’re planning for retirement, managing a major transition, or simply looking to get organized. For him, success means helping clients pursue a clearer path toward their future.
Bill has been featured and quoted in numerous leading financial publications, sharing his insights on a wide range of financial planning topics. Below are just a few examples of articles where he’s been quoted. Feel free to click the logos to read some of his commentary:
