"It’s rewarding to work closely with plan sponsors and plan participants to help them make educated, informed decisions about their futures." - Bill
Bill is part of Horizon’s retirement plan division. Through the 401(k)onfidence System™, he and the team work with some of the top plan providers in the industry to custom build plans, deliver competitive pricing and find solutions to problems that can sometimes be hard to detect. He also cohosts the “Inside the Plan with the 401k Brothers” podcast designed especially for plan participants. Bill’s certifications that pertain specifically to retirement plans include: Chartered Retirement Plan Specialist™ and Certified Plan Fiduciary Advisor™.
Bill has been a Financial Advisor since 2015. He works with a select group of individuals and families on their personal financial plans and on any respective investment management needs. In addition to Bill’s Retirement Plan certifications, he also maintains his Series 7 and 66 securities registrations.
Bill’s unique background in broadcasting has been instrumental in Horizon communications with clients. He produces and manages the firm’s 4 podcast series and oversees all in-house Horizon video creation.
Bill, alongside brother Pete, is the co-author of the 2022-released book, The Runway Decade: Building a Pre-retirement Flight Plan in Your Fifties. Prior to joining Horizon, Bill spent 8 years as a CEO in the healthcare industry. He also had a lengthy career in television broadcasting, business development, and marketing operations. In his spare time, Bill enjoys working as an independent video producer and is actively involved in community theatre. He has served on boards of several non-profit groups. He and his wife Melissa have two daughters, Molly and Miranda.