William comes from a family of educators. He has taken that passion and aims to assist and educate each family that he works with in understanding their financial plan. He wants every family to not only have the assets to achieve their goals but to understand the broader planning that will ultimately provide them with the peace of mind and security they seek from an advisor.  

Before joining Stage Harbor Financial, William served as a Financial Counselor at another Massachusetts-based advisory firm.  William has over 17 years of experience in the financial advisory industry, focusing on working directly with affluent families. William’s passion for the industry first began during a college internship for a local advisor where he witnessed the power of a relationship that is built between a family and an advisor around a kitchen table. William graduated from Bentley University, Cum Laude with a B.S. in Economics-Finance.  He also earned his Master’s of Science in Financial Planning with a graduate certificate in Taxation from Bentley University, graduating with Highest Distinction.  He is an active CFP® practitioner and member of the FPA.

William lives in Mansfield,  MA with his wife Michelle and their daughter Rosalie and son Austin. When not in the office, Will loves spending time with his family, anything football related, reading and the ocean. He currently works with the FPA and Dana Farber to provide pro-bono financial planning to patients in need and was previously on the board of directors for the Bentley Service-Learning Alumni.