Get to Know Bill…
Favorite part about working at Moneco:
Having a large network of people to provide a broad resource for tax and wealth management information.
Favorite thing to do outside of work:
Golf, spending time with family, Boy Scouts

Favorites

Quotation: “Timing is everything. If it is meant to happen, it will, at the right time for the right reasons.” – Zig Ziglar
Vacation Destination: Quebec, Canada
TV Show or Movie: Last Man Standing
Band or Music: Country, Rock ‘n’ Roll
Sports Teams: Boston Red Sox, Montreal Canadiens
Experience:
Bill joined Moneco Advisors in November 2023 from Lichtenstein Financial. A Certified Public Accountant, he brings several decades of experience in the financial field, specializing in tax planning and advisory services.
Education & Certifications:
He graduated Quinnipiac University with a degree in accounting in 1989 and has an MBA from University of Hartford.
Personal:
Bill lives in North Haven with his wife, Nancy. He is actively involved in Boy Scouts and mentoring programs, and is especially proud of his two sons, Ryan and Justin, who are both Eagle Scouts.

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