President

Over the last 30 years, Bill has gained a wealth of experience and knowledge in the field of Asset Protection and Wealth Management. As the Quarterback of the DF&A Team, Bill provides his expertise in tailoring Asset Protection and Wealth Management Solutions for Individuals and Businesses.

Bill earned his Bachelor’s Degree from California University and acquired his Executive Certificate in Financial Planning from Duquesne University. Bill holds a number of professional designations and is a member in good standing with the National Association of Insurance and Financial Advisors and the National Association of Estate Planners.