Bill is a Managing Member of ETFidea, LLC.

Along with his role as one of the founding partners of ETFidea, LLC, Bill is currently a partner in the tax department at Bowers & Company CPAs, P.L.L.C and the partner in charge of the financial planning subsidiary B&C Planning Services, LLC. Bill is also a Registered Principal associated with Cadaret, Grant & Co, Inc, a FINRA member firm, and is a Managing Member of Diversified Capital Management, LLC. Bill was the proprietor of his own accounting firm as well as having experience working within two other accounting firms locally.  He holds a Bachelor of Science degree in Accounting from LeMoyne College and is a licensed CPA in New York State.

Bill’s areas of practice include comprehensive financial planning, estate and retirement planning, insurance planning, investment planning, education planning, and business advisory services.

PROFESSIONAL ACTIVITIES

• Upstate New York Chapter of the Financial Planning Association, Member

• Estate Planning Council of Central New York, Past-President and current Board Member

CIVIC and CHARITABLE ACTIVITIES

• Syracuse Opera Company, Inc., past Member and past Treasurer, Board of Directors

• Home Aides of Central New York, Inc., Treasurer, Board of Directors

HONORS

• 40 Under 40 Award recipient-1998, sponsored by M&T Bank (recognition given to Central New York business and civic leaders)

LICENSES and DESIGNATIONS

• Series 7, Series 63 and Series 24 (General Securities Principal) Securities Licenses

• Life, Accident and Health Insurance License (New York State)

• Certified Financial Planner™

• Certified Public Accountant

• Personal Financial Specialist