Bill has over 20 years experience in the financial services and wealth management industry. Before founding RidgePoint Wealth Advisors LLC, Bill was a Principal at New England Guild Wealth Advisors, Inc., a registered investment advisor in Avon, CT, for over ten years. Prior to that, Bill worked as a Senior Associate in Operations at SS&C GlobeOp in Hartford, CT where he provided operational support to high profile, billion-dollar New York City area hedge fund clients.

Bill graduated from Bentley University- McCallum Graduate School of Business with a Master of Science degree in Financial Planning with Distinction in 2009. He earned a Bachelor of Arts degree in History from Saint Anselm College in 2001. Bill is a CERTIFIED FINANCIAL PLANNER™ professional.

Bill is a member of the Parish School Council and Finance Committee for his daughters’ school in Manchester, CT. On weekends he enjoys home renovation, working outside on his family’s twelve-acre property and hiking with his wife and daughters.