Chief Executive Officer
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Bill began his career in financial planning in 1983 with the CIGNA Corporation. He grew his private practice for almost 20 years when, in 2000, he had the opportunity to acquire an OSJ group of 10 financial professionals operating on the hybrid RIA platform within what was formerly known as Mutual Services Corporation (a broker-dealer later to be acquired by LPL). Wanting to expand this group, he decided to build a firm that he as a financial professional would want to join…a firm of financial professionals built by a financial professional. Growing from 10 financial professionals in 2000 to now over 200 nationwide, IFP is on the cutting edge of the hybrid RIA industry and has served as a preferred platform for financial professionals seeking the path of independence. What has most significantly contributed to this growth is Bill’s philosophy that the financial professional comes first, and you can see this weaved into the entire fabric of the IFP value proposition.
BS, Economics, University of Florida BS, Business Administration, University of South Florida Majors: Accounting & Finance MSFS, Financial Services, American College
CFA, CFP®, CLU