Bill serves as our Tax Manager and has the responsibility of providing proactive tax planning advice to clients of the firm. His ability to build long-term relationships with clients and two decades of experience make him an ideal fit for this role.
Bill has worked with both large and small businesses during his career, divided between public accounting and private industry. Prior to joining Main Street Financial Life Advisors, LLC®, he was the Assistant Corporate Secretary and Tax Manager at Ransome CAT, a Delaware Valley Caterpillar dealership.
Bill is a father of two and is actively engaged with his children in intramural sports including basketball and volleyball. He is also a registered leader of Boy Scout Troop 367 and teaches important leadership and survival skills.