Bill joined the firm in 2017 and currently is a Senior Manager.
Bill has over 40 years of progressive managerial and public accounting experience primarily advising clients on sophisticated tax planning strategies. He is responsible to manage and advise on business and individual clients.
Bill holds a CPA (retired) license in the Commonwealth of Pennsylvania.
Bill is a graduate of the University of Pennsylvania and currently lives with his wife in a 18th Century historic home in Langhorne, Pennsylvania.
- Real Estate
- Low Income Housing
CREDENTIALS / EDUCATION
Wharton School of the University of Pennsylvania; cum laude
- Certified Public Accountant (CPA)
- Bucks Quarterly Meeting of the Society of Friends; Budget and Nominating; Oversight, Newtown, PA
- Friends Home and Village; Board of Directors, Newtown, PA
- Newtown Recorder Consort; Alto, Tenor and Bass, Newtown, PA