Bill began his career in financial planning in 1983 with the CIGNA Corporation. He grew his private practice for almost 20 years when, in 2000, he had the opportunity to acquire an OSJ group of 10 advisors operating on the hybrid RIA platform within what was formerly known as Mutual Services Corporation (a broker-dealer later to be acquired by LPL). Wanting to expand this group, he decided to build a firm that he as an advisor would want to join a firm of advisors built by an advisor. Growing from 10 advisors in 2000 to now over 200 nationwide, IFP is on the cutting edge of the hybrid RIA industry and has served as a preferred platform for financial advisors seeking the path of independence.
