Our Team

Bill has over 23 years of financial and tax experience with closely-held businesses and high net-worth individuals. Bill is a CPA and a PFS, who graduated from Suffolk University, cum laude, with a degree in Accounting, and also holds a Master’s Degree in Taxation from Suffolk University. Bill has his Series 7, 6, 65 and 63 registrations. He is a member of the Tax and PFP sections of the AICPA and a member of the Massachusetts Society of CPA’s.

With over 25 years of experience, Eric has gained vast tax and financial knowledge for closely-held businesses, foundations and high net-worth individuals. Eric graduated from Suffolk University, magna cum laude, with a degree in Accounting. He is a member of the AICPA and a member of the Massachusetts Society of CPA’s.

CFA charter holder and experienced Senior Wealth Manager with a demonstrated history of working in the financial services industry. Has been with the team since 2014. Skilled in Asset Management, Mutual Funds, Investment Management, Hedge Funds, and Finance. Strong financial professional with a Bachelor of Arts (B.A.) focused in Economics from Colby College. 

Rebecca  has been with the team as an Administrative Assistant since 2016. Skilled in Customer Service, Microsoft Word, Microsoft Excel and Sales. Strong administrative professional graduated from University of New Hampshire with Bachelor degrees in both Marketing and Management in 2016. Rebecca has passed the SIE exam, Series 66 and Series 7 licensing exams.