Bill has over 11 years of experience helping individuals to address their unique concerns, challenges and goals for their financial future. His professional qualification include; Series 7 & 63 registrations, NYS Life, Accident and Health and he has acquired his Property and Casualty License for home, business and auto insurance needs. Bill focuses on full financial plans, life and long term care insurance and Medicare.

Advisory services are offered through Kingswood Captial Partners, LLC Member FINRA/SIPC. Advisory through Kingswood Wealth Advisors, LLC. Health and Wealth Advisors and the above firms are independent and non-affiliated.  Medicare, Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Kingswood Captial Partners, LLC Member FINRA/SIPC. Advisory through Kingswood Wealth Advisors, LLC.

Natalie Bianchi joined her brother and mother in the insurance field in 2013 as the administrator of the office. She now focuses on helping individuals with their Medicare and under 65 Health Insurance needs.

Before joining Health & Wealth Advisors Sean worked at Paychex as a commercial insurance agent for 8 years with a focus on insurance solutions for small and medium sized businesses. Sean leads our property and casualty division which providing full insurance needs assessments, review of your current policy, and quotes from multiple insurance carriers. Call or schedule an in person one on one meeting.

Diane found her passion in the insurance industry after her successful career in retail department store management for many years. Helping families and business owners with their insurance needs is excited to have expanded into helping Medicare clients as well. Excellent customer service and helping you understand your insurance needs and coverages is very important to Diane. A NY State Agent/broker in personal, commercial, life insurance and Medicare, please Email or call her today to see how she may help you and your family!

Dawn Hoefler joined Health Wealth Advisors in 2019 as our administrative assistant. It will be Dawn’s smiling face and helpful demeanor who will greet you whether or not you call in or visit us in person.