After spending more than 30 years as a dentist and periodontist, Bill has transitioned to the financial industry. He is a Investment Advisor Representative and concentrates on working with individuals who need an overseer for their financial plans. Bill has been a successful investor himself over the years and an experienced business owner. He understands the needs of the dental community and has experience with strategies to accumulate and preserve assets. Bill was selected as a 2013 Five Star Wealth Manager, representing wealth managers who scored highest in overall satisfaction in Crescendo consumer survey. Respondents evaluate criteria such as customer service, expertise, value for fee charged and overall satisfaction. The overall evaluation score is based on an average of all respondents and may not be representative of any one client’s evaluation.