Bill has been helping clients make informed investment decisions for over 24 years. Prior to joining Gladstone Wealth Group he spent time at Fidelity Investments and Santander Securities. He believes the most important component in a client advisor relationship is trust. Trust is earned over time by providing great service and implementing comprehensive wealth strategies. Whether you’re planning for retirement or need help navigating the ever changing markets. Bill provides the guidance and the tools to help you work toward achieving your financial goals. Over the years Bill has developed close relationships with his clients and feels a strong sense of accountability to each client. In his free time, Bill enjoys spending time with his family and volunteering as a coach to his three boys.