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About
Bill is a CERTIFIED FINANCIAL PLANNER® professional at Farther, where he partners with individuals and small businesses to develop personalized financial strategies that support both near-term priorities and long-term goals.
With nearly 20 years of experience in financial services, Bill began his career with AXA and MetLife in Rochester before returning to Central New York in 2010 to join his father at Diversified Wealth Strategies. He is a 2006 graduate of the Rochester Institute of Technology, where he earned a degree in Marketing and competed on the lacrosse team.
A native of Camillus, Bill now lives in Clay, New York. Outside of work, he enjoys golf and takes great pride in cheering on his daughter, Briella, in her own golf and lacrosse pursuits.