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Who We Are

Our Firm


WTS Financial is a business focused not only on helping their clients to the fullest extent, but also educating them so they're able to help themselves as well. WTS tries to be a one stop shop for many financial needs for both personal and business clients. WTS also offers many ways to service its clients, offering the convenience of not requiring clients to come into the office, and being able to service them remotely. After all, time is precious and we understand you have other needs to attend to rather than driving to, and sitting in an office. The future of WTS Financial is dependent on your satisfaction and that is what we will go out of our way to achieve. We hope to see you, and for you to allow us to show you why our clients love us.


Enrolled Agent and Insurance Producer who started WTS with a goal to work for his clients and earn their satisfaction and trust. William (Bill) had an extensive career as a finance manager where he managed over $40 million annually for a government funded non-profit before taking his desire to service people into his own business. William decided to become a licensed life/annuity producer, and start helping his clients with secured retirement products that are tax deferred and reduce taxable income. 

William lives in Laurel, Maryland with his Wife and 6 kids. When he’s not working, William loves to spend time with his family doing whatever fun activities they come up with for that day, or on the baseball field with his boys. He started this company with the dream of one day working for himself, and has achieved this dream by taking pride in the work that he provides. He knows that the future of WTS is dependent on customer satisfaction, so it's important to him to make sure he goes out of his way to service each and every client.  

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