Meet The Team
We’re Fun, Social & Business Savvy.
|AT EXEMPLAR||Work Smart, Have Fun – See Us At Play|
- Tax Strategist- Using the tax code for good instead of evil.
- Unique Financial Planning Strategies
- Unconventional Life Insurance Solutions
- Asset Management
- Asset Protection Methods
WHATS YOUR SUPERPOWER?
The January 1, 2018 tax law change in The Tax Cuts & Jobs Act inspired Bill to put on his math thinking cap. The result was a new way to help hardworking W2 employees escape to the land of better retirements while simultaneously supporting charity. This earned Bill a patent and secured a ‘Should’ tax opinion. Coupled with the pandemic and economy; The Charitable Payraise® was launched in 2020 to enable more retirees to practice philanthropy while improving their after-tax cash flow by 25-50% in most instances.
- CFP®, ChFC, AIF®, CPFA, MA
- Series 6, 7, 24, 62, 63, 65
- Patent Approved 2022
- Math Teacher
- Swim coach
- Financial Advisor
- Wealth Manager
- Tax Strategist
- Eucharistic Visitor
- Colgate Planned Giving Committee
- Medical Society of Virginia IA Board of Directors
- DC Estate Planning Counsel