Behind the Scenes

For the past 28 years Bill has received the support of his assistant, Colleen McTernan.

Colleen is an Associate Financial Adviser with Eagle Strategies LLC and holds Series 7 and Series 66 registrations, as well as being licensed for life and health in many states on the East Coast.

Colleen handles all of the service to Bill's policyholders as well as case preparation and final work product for Financial Plans.