An experienced and committed team

With more than 35 years of industry experience, Bill focuses on providing comprehensive financial planning and wealth advisory services to high-net-worth individuals and families. He takes the time to understand each client’s priorities, values, and financial objectives, then develops personalized strategies designed to address both near-term needs and long-term goals. Drawing on his extensive industry experience, educational background in economics, and CFP® designation, Bill works closely with his team to provide coordinated advice and ensure each client’s financial plan and investment portfolio continue to reflect their evolving circumstances and changing market conditions.

Bill earned a Bachelor of Arts in Economics from the University of Maryland and obtained his CFP® designation in 2008. He joined UBS in 2004 after spending 12 years with A.G. Edwards & Sons. Bill lives in Princeton, New Jersey, with his three children, Owen, Sean, and Phoebe.

For more than 20 years, Andrea has worked alongside Bill as a trusted member of the Stryker Wealth Management team. As the team’s go-to resource for client service, she serves as a familiar and dependable point of contact for clients. Andrea takes the time to understand their needs, answer questions, resolve issues, and deliver thoughtful solutions in a timely manner. She also helps clients navigate the variety of products, services, and resources available through UBS, providing attentive and responsive support throughout every interaction.

Andrea is a graduate of West Chester University and maintains her Series 7 and Series 66 licenses. She resides in Washington Crossing, Pennsylvania, with her husband, Len, and their two children, Christian and Lauren.

Matt serves as a Registered Client Associate with Stryker Wealth Management. Committed to providing excellent client service, he supports clients and strengthens relationships by addressing their needs and helping solve problems in a thoughtful and timely manner. Matt works closely with Bill to deepen his knowledge and experience in financial planning and wealth advisory services.

Matt is a graduate of Temple University’s Fox School of Business, where he earned a Bachelor of Business Administration in Finance. He maintains his Series 7 and Series 66 licenses and remains committed to ongoing professional development.