Bill offers unique information, ideas and solutions in the areas of Executive Benefits and Business Continuation for both private and public corporations. During the past 40 years, Bill has developed a national reputation as an innovative financial specialist in the design and implementation of selective incentive plans for executives. Bill has been awarded the highest levels of accomplishment in industry organizations and is consistently recognized as a leader in the financial services industry.

Bill is a co-founder of the Western New York Planned Giving Consortium, a past President of the Mercy Hospital Foundation; and among many other civic and industry groups has held board and membership positions at: the United Way; Studio Arena Theatre; St. Bonaventure University; Timon High School; WNY Boy Scouts of America; Society of Financial Service Professionals; and the Financial Counselors of WNY. Bill earned his BS from St. Bonaventure University and his CLU designation from the American College in Bryn Mawr, PA.

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