Bill is the Chief Relationship Officer at Wellspring Associates and brings over 16 years of financial services experience to his role. His dedication to this industry has made him a trusted advisor to thousands of financial professionals, helping them not only expand their businesses but also provide excellent service to their clients.
Bill earned his Bachelor of Business Administration in Finance from American Intercontinental University and continued his pursuit of knowledge, achieving a Master of Business Administration in Marketing. His commitment to professional development is further evidenced by achieving the Certified Retirement Planning Counselor (CRPC) designation.
Originally hailing from Ocean, NJ, Bill made a significant move in 2011, settling in Chaska, MN, alongside his beloved wife, Christy, and their son, William. When he's not immersed in the world of finance, Bill enjoys unwinding on the golf course, keeping himself healthy through regular workouts, and cherishing moments spent with his parents and sister, who made the move to MN eight years ago, solidifying the importance of family in his life.