PERSONALIZED FINANCIAL SOLUTIONS
Our Team
Bill Bowie, CFP®
Bill is an Independent Financial Advisor, President of William Bowie Associates and registered with Cambridge Investment Research. Bill has a wealth of industry knowledge and business experience. He has an extensive educational background as an alumnus of St. John’s University with a Bachelor of Science in Accounting and an MBA in Finance. Bill also holds Series 7, 66 and NYS Life, Health and Accident Insurance licenses. Bill has applied this knowledge both in financial services and in business.
Roger Schilling
Roger adds tremendous value to the team with extensive knowledge of Qualified Pension Plans, Life Insurance and Financial Planning. He is registered with Cambridge Investment Research and President of Profit & Pension Planners, est.1958. Roger is a graduate of the State University of New York at Cortland, holding a Bachelor of Administration in Economics.