After nearly ten years working as a coach in intercollegiate athletics, Bill switched careers to the financial services industry in 2022. Before joining New Horizon Financial Strategies, a member of The Strebel Planning Group, he spent two years working with another independent registered investment adviser in Syracuse, NY. He became a CERTIFIED FINANCIAL PLANNER® in 2024 and is committed to upholding the CFP Board’s ethical standards and putting his clients’ interests first. He has experience working with individuals, families, and institutions with both financial planning and investment management.
Professional Designations & Licenses
- CERTIFIED FINANCIAL PLANNER®
- Series 65 – Uniform Investment Adviser Law Exam
Education
BA, Government, Cornell University, 2011
Hobbies
- Endurance sports (rowing, running, cycling, swimming)
- Hiking, hunting, and fishing
