WTS Financial

 

2441 Mountain Road

Suite F

Pasadena, MD 21122

Tel: (443) 702-7128

Fax: (443) 702-7796 
 

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© 2013 by WTS Accounting Services 

Who We Are

Our Firm

 

WTS Financial is a business focused on not only 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 needs. WTS also offers many ways to service its clients allowing for the convenience of not requiring clients to come into the office. 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 allow us to show you why our clients love us.

President

Enrolled Agent, started WTS with a goal to really 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 reducing taxable income. 

William lives in Glen Burnie, Maryland with his fiancé Chrissie, two boys ages 12 and 10, and 3 fur-children (dogs). 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 know's 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.  

Independent Life/Annuity Producer

Licensed Life Insurance Agent, comes to the firm with an impressive background in customer finance, business development and customer services skills.  Anita started her career as a mortgage officer and filtered her way into business banking, commercial banking and investments.  During her term in these industries her strong skills in sales, finance, investments and customer service increased her desire to enter the world of entrepreneurship.  Converting a loving hobby of pets into a half million dollar a year industry for the past 20 years, Anita created and operated her small business until October of 2012, when she chose to retire the pet industry by successfully selling her business.

Anita lives in Pasadena, Maryland with her husband John and menagerie of furry friends.  She has two lovely daughters, two wonderful son in laws and two adorable grandchildren.  In 2016, Anita joined the WTS team, quickly become a crucial part of WTS’ success. Her business background, sales and customer services kills, as well as knowledge of the financial industry makes her an important part of servicing WTS’ clients.