William joined the firm in January 2009. He holds the FINRA ( Financial Industry Regulatory Authority) Series 65 certification as a North Carolina Registered Investment Advisor Representative.

William possesses a keen focus on comprehensive wealth management and providing client solutions. Prior to joining Strathmore Capital Advisors, William had a long, successful career in Healthcare Sales and Client Service.

He has had many years of distinguished service which resulted in national recognition and awards for excelling in Business Development and Client Satisfaction.

William was born and raised in Burlington, North Carolina. He is a 1990 graduate of the University of North Carolina-Chapel Hill with a BA degree in Economics. William and his wife, Anne, are raising two children.