Our Team

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 Bill has been in the financial services industry since 2004 and has his Series 7, 66, and 24 registrations as well as his insurance license. He earned his Accredited Investment Fiduciary® (AIF®) designation from the Centers for Fiduciary Studies in 2006. He furthered his education in this area by earning his Accredited Investment Fiduciary Analyst® (AIFA®) designation in 2009. In 2022, Bill earned his Chartered Federal Employee Benefits Consultant℠ certification to help him better serve clients who are employees of the federal government. Bill brings a wealth of financial planning, ERISA, and compliance experience to Covered Bridges 

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In his spare time, Bill enjoys spending time with family, barbequing, baking, camping, photography, reading, and working in the yard.

California License # 4267093

 Will has been in the financial services industry since 2007 and has his Series 7, 66, and 24 registrations, as well as his insurance license. In 2022, Will earned his Accredited Investment Fiduciary® (AIF®) designation from the Centers for Fiduciary Studies. He has an extensive background in personal financial planning, wealth management and operational experience that he brings to Covered Bridges.

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In his spare time, Will enjoys traveling and taking trips to the Outer Banks . His other favorite pastimes include spending time with family, cooking, playing golf and other sports with friends. He also devotes time to making an impact through his volunteer work with St. Jude Children's Research Hospital and the Make-A-Wish Foundation.

California License # 4267351