Bill is a native of Maryland where he graduated from Western Maryland College (McDaniel College) with a Bachelor's degree in 1996 with a concentration in Mathematics. He started his career in May of 1996. Since then, he has obtained his Chartered Life Underwriter designation from the American College.
Bill maintains his practice in Devon, PA where he assists individuals, families and business owners who are looking for creative solutions to help meet their financial goals. His firm's name is Bala Financial Group. Bala Financial Group prides itself in being a “Retirement Resource Center” and Bill's clients utilize his experience as a resource when considering how to navigate their financial future.