Bill joined WestPac in May of 2021. With decades of experience in the Financial Services profession, Bill has a passion for helping people achieve their dreams.
Bill started out as a financial advisor right out of college and quickly moved through the ranks. He has held numerous positions with various companies throughout his career including managing the executive benefits sales division, leading the regional DI sales division, building and rolling out Guardian University, and running the new agency integration area for Guardian; building out the Learning and Development department, running the career sales division and acting as Chief Agency Officer for Penn Mutual; revamping and leading the retail broker dealer and career distribution for Foresters Financial. All of his prior roles had one thing in common - helping people gain the resources, help and knowledge to achieve what they want in life.
Whether it be helping leaders or financial advisors find the right place to thrive, helping clients understand their financial choices and assisting them in putting winning strategies in place, or creating programs to help deliver distinguished services to ensure the ultimate client experience - Bill has always been focused on exceeding the expectations of the people he serves.
Bill joins WestPac Wealth Partners as their Executive Vice President of Agency Distribution and Growth. His role is to assist the organization in their continued growth by helping attract new advisors to the organization and by helping advisors with their professional growth. He and his team of financial advisors are also focused on helping their clients put in place strategies that help them achieve all they want in life, today and for generations to come.
Bill is married and has three grown children, two grand-children and more on the way! He enjoys spending time with family and friends, staying fit, drinking wine, skiing, playing golf and spending time outdoors.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | 2021-128011 | Exp. 10/23