My situation was extremely complex. Bill worked diligently to formulate a strategy based on my needs, he took the time to listen carefully to my unique circumstances and moved forward only once he had a firm grasp of my situation. He executed our agreed upon strategy with confidence and secured a positive result. He and the rest of the firm continue to be supportive in follow up. I believe Bill, and his team, go above and beyond for their clients, and I recommend him across the board.