Our Team


Title: Vice President of Financial Planning Growth
Based in: Boston, MA

As AdvicePay’s Vice President of Financial Planning Growth, Bill serves as our fee-for-service and AdvicePay implementation expert. Having started his career in software engineering and later gaining unparalleled experience in the financial industry, Bill has led an impressive career in the FinTech industry. As a noteworthy leader in the space for the last 15 years, you may know him from his time as the founder and CEO of FPPad.

Driven by authenticity and genuine experiences, Bill takes pride in providing the best possible solutions for you to implement and scale fee-for-service financial planning at your firm.

Bill’s passion for helping others doesn’t stop after office hours. As a lover of hitting the silver ball, Bill supports Project Pinball, a non-profit organization raising money to buy and donate pinball machines to every children’s hospital and Ronald McDonald House in the United States. In his free time, you’ll find Bill out and about on his road bike or cooking up a hearty campground breakfast!