William has a passion for relationship building, marketing, and strategic planning. With a multi-decade career as a mortgage loan officer and a Series 7 & 66 licensed financial advisor, William brings a unique perspective that spans many market cycles. This enables him to create rigorously designed financial plans to withstand changing market conditions. He also guides his mortgage clients toward solutions that align with their long-term retirement goals, sharing accelerated amortization strategies to help achieve those goals sooner than anticipated.