skip navigation





Our Qualifications


William (Bill) has been working with individuals and businesses in Northern Virginia and the surrounding areas for 35 years. A professional Financial Planner with Ameritas Life Insurance Corp. (formerly The Acacia Group) since 1987, Bill has been married to his wife Kate for 39 years and has four children.



Bill's credentials and accomplishments include:

  • Bachelor of Science in Computational Mathematics from Rochester Institute of Technology, 1983
  • Masters of Business Administration in Financial Management from Drexel University, 1987
  • CERTIFIED FINANCIAL PLANNER™ professional (CFP® certification from the College for Financial Planning, 1990)
  • Member of the Financial Planning Association
  • Member of the Northern Virginia Estate Planning Council
  • Member of the National Association of Insurance and Financial Advisors
  • Member of Ameritas/The Acacia Group's President's Cabinet/Leaders Club, 1989-2023
  • Life and Qualifying Member of the Million Dollar Round Table; 2023 Top of the Table Member
  • Member of The Acacia Group/Ameritas Life Insurance Corp. Hall of Fame, inducted April 6, 2000
  • #1 Top Ranked Financial Planner with Ameritas Investment Corp., 2010-2022
  • Nationally Ranked #63 Financial Security Professional by Forbes Magazine – July 28, 2022

Check the background of Ameritas Investment Corp. or this investment professional on FINRA's BrokerCheck.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck