,CFP®, ChFC®
Bill has over 25 years experience in the financial services industry. In the past, he has worked for firms such as Vanguard and UBS and has been with Modera for over 15 years. Bill specializes in working with healthcare professionals, particularly doctors and dentists, and other high-net-worth individuals, non-profit organizations, and trusts. He has a passion for creating custom solutions for his clients within the context of a long-term financial plan. He works closely with clients to implement, monitor and periodically review their plan, all while adhering to the strict fiduciary standard of putting their needs and interests first.
What sparked your interest in financial planning?
After graduating from the University of Delaware in 1998, I started with the Vanguard Group. During that time, many investors were focused on buying and selling technology stocks or inquiring about technology sector mutual funds. I witnessed the negative impact of the tech bubble on both clients, colleagues, and friends. This is the moment that sparked my interest in financial planning and solidified my investment belief system.
What fuels you every day in your work?
Client conditions are always shifting, along with markets, financial planning rules, and economic conditions. There is always something new to learn, and the learning process is ongoing.
What do you enjoy most about working at Modera?
I enjoy knowing my clients, delivering personalized service, and taking on new clients that will benefit from our services. I also enjoy learning from colleagues, being a mentor, and the team support.
What do you value most in your client relationships?
Trust and ongoing collaboration. I often see this evolve to include their family members and other professionals they work with. I find it valuable when we all are working toward the common goal, especially in complex planning and difficult life situations.
CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®
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