Bill is the Managing Principal Advisor and President at CrossRoads Financial. He’s been in the financial industry since 1977, and has received several different licenses and designations along the way. He became a CPA in 1981, and continues to give his clients comprehensive, detailed tax guidance as part of a more comprehensive financial plan. His decades of experience across several areas of the finance industry make it possible for him to give clients the big-picture financial planning they need to succeed.
Bill has worked at major financial companies, include Price Waterhouse CPAs, Time Warner, and Wachovia Securities and UBS. He received his Bachelor of Business Administration from Oakdale College, and has received his Series 7, 63, and 24 licenses*, as well as his CFP® designation over the years.
Born in Brooklyn and raised in Queens, NY, Bill grew up in a blue-collar family, where he learned the value of hard work and integrity. He applies those lessons to the work he provides his clients today, committing himself to providing the highest level of service possible at all times. Bill has always had a gift for math, and after seeing firsthand how bad financial advice could negatively impact someone, he joined the financial industry himself to give reliable, honest advice to help people financially succeed.
He now lives in Hilton Head Island with the woman he describes as his “best half”—his wife, Darbie. They have six children and 11 grandchildren together, and are both fervent music lovers. You’ll often find Bill and Darbie at various concerts throughout the area, filling their musical souls. Additionally, Bill loves to play basketball and will dabble in guitar playing from time to time.
Bill is a member of the financial committee for the Hilton Head Chamber of Commerce, the Hilton Head Property Owners Associations, the College of Financial Planning, and the South Carolina Society of CPAs.
*Series 7, 63, 24 held through LPL Financial.