William is a Financial Planning Specialist with TFA. He communicates with clients to make sure he has all of their financial statements, to ensure their current profile is up-to-date within Tompkins. John Knisley, Senior Financial Planner, can use all the data he has gathered from clients to create the best financial plan for their wants and needs.
William has 2.5 years-experience in banking coming from Family First Federal Credit Union as a Member Service Representative. He holds a Bachelors Degree in Business and Economics from St. Lawrence University and resides in Rochester, New York.