Independent Financial Advisor
Born and raised in Philadelphia, Pennsylvania, William joined the U.S. Navy out of high school and served on the aircraft carrier USS Independence (CV-62). He later moved to San Francisco where he founded a successful roofing and construction company. Upon moving to Texas, he changed vocations into the financial services industry and joined Prudential where he worked for 12 years. In 2007, William started his own independent financial services business.
William brings a vast knowledge and expertise to his clients’ financial planning. He seeks the input of the tax advisor, insurance agent, attorney and other professionals to enhance the integrity of the long-term financial plan. William is able to guide clients through recommended solutions, complex issues, and implementation of tailored plans.
William became a Certified Financial Planner (CFP®) studying at the University of North Texas, and a Chartered Financial Consultant (ChFC) studying at the American College in Bryn Mawr, PA. William lives in the North Texas area with his wife Jackie, four children, and recently his first granddaughter. He is an active member of Countryside Bible Church in Southlake and enjoys golf, reading, and antique shopping.
Contact Information
Phone: (817) 253-4759
E-mail: William@Aspen-Creek.net