William believes proactive communication and personalized financial planning are part of what sets a good advisor apart from others. He’s passionate about helping clients feel more confident about their financial futures. His approach is rooted in his belief that financial planning is about more than just numbers, but the people themselves.

A graduate of Indiana University of Pennsylvania with a degree in finance and a minor in economics, William holds a series 65 license as well as life and health insurance licenses. His experience in financial planning was built through hundreds of cases in over half a decade with McAdam Financial, allowing him to craft tailored strategies that align with each client’s unique goals and needs.

Outside the office, William is an experienced outdoorsman. In the summers, he enjoys kayaking, biking and camping with his family, and in the winters he can be found skiing in Colorado and Vermont. He is very close with his extended family and loves spending time with them more than anything.