William is the co-founder and managing partner of Integrated Planning Group, where he has served as Chief Investment Officer since the firm’s inception. In this role, he has been responsible for investment research, securities selection, and the development of long-term investment strategies designed to support clients’ financial goals. His work has centered on disciplined analysis, attention to detail, and a strong commitment to acting in clients’ best interests.

Since entering the financial services industry in 2008, William has worked extensively in investment management strategies, retirement planning, estate planning, business succession planning, and benefit design for business owners. He is known for integrating investment strategy with broader financial planning considerations to help clients navigate complex financial decisions over time.

William supports the advisory team by providing investment oversight, portfolio guidance, and strategic insight, helping ensure client portfolios remain aligned with long-term objectives, risk considerations, and evolving financial needs as the firm continues to expand its integrated planning services.

William holds a Bachelor’s degree in Economics and History from Rutgers University and is a Life Underwriter Training Council Fellow (LUTCF). He is licensed in multiple states and serves as a Registered Representative and Investment Adviser Representative with Equity Services, Inc., a broker-dealer and registered investment adviser affiliated with National Life Insurance Company. He is securities licensed in New York and insurance licensed in New York.