Bill brings over 11 years of experience as a financial advisor, helping individuals, families, and business owners identify and achieve their financial goals. Before joining Hunter Street Investment Advisors, Bill spent over 25 years in commercial collections, credit management, and sales finance roles, primarily in the construction equipment industry. His extensive background equips him with a unique perspective and a wealth of knowledge to support our clients' diverse financial needs. Bill holds FINRA Series 7 and 66 licenses, as well as NC Property/Casualty and Life, Health, and Long-Term Care licenses. He also holds the Accredited Asset Management Specialist (AAMS®) designation issued by the College for Financial Planning (CFFP). Having lived throughout the Southeastern United States for most of his life, Bill graduated from N.C. State University with a dual major in Business Management and Spanish Language and Literature. In 2004, he moved his family back to Wake County and has called Apex, NC, home since 2018. Outside of work, Bill is an active member of the Apex Rotary Club and enjoys traveling and spending time with his two grown sons. 

"We are thrilled to welcome Bill to our team," said Joseph Malfeo, President at Hunter Street Investment Advisors. "His extensive experience and dedication to helping clients achieve their financial goals align perfectly with our mission and values."