
About
Bill began his career as a wealth manager at Ernst & Young, acting as a leader in the investment consulting and financial planning arenas. Bill serves as a passionate advocate for his clients; using his technical aptitude and exceptional service, he works to educate clients and inspire informed financial decisions. He was a founding member of RCL Advisors, LLC in 2007, ultimately joining Wealth Enhancement Group through a union with the firm. He was awarded Barrons Top 100 Independent Advisors 2015-2019.* He frequently lectures on wealth management in support of employer sponsored programs and for various professional organizations, and has appeared on a number of national television and radio outlets. Bill and his wife Patty have three sons and reside in Randolph, NJ. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
*The Barron's Top 1200 Financial Advisors ranking is awarded based upon criteria including revenue produced for the firm, regulatory record, quality of practice, philanthropic work, and assets under management. Awarded on 8/22/15, 8/27/16, 9/15/17, 9/15/18, and 9/13/19 for the one-year period ending June 30th of the award year.