About Bill.

As the Principal of the Wealth Management Division at Quest Commonwealth LLC, I lead a premier independent retirement planning firm that is fully committed to prioritizing our clients' needs and financial well-being. With over four decades of experience in the financial services industry, I bring a wealth of knowledge and expertise to the firm.

My journey has been dedicated to developing customized strategies that provide safe, secure, and guaranteed retirement income, ensuring that our clients can achieve their long-term financial goals with confidence.

At Quest Commonwealth, we pride ourselves on our independence, which allows us the flexibility to offer unbiased advice and tailor our solutions to each individual’s unique situation. My passion lies in guiding clients through the complexities of retirement planning and empowering them to create personalized pension plans that offer financial security and peace of mind for life. I take great pride in building lasting relationships with clients, understanding their aspirations, and designing strategies that protect and grow their wealth for generations to come.