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Meet Our Team

William C. Stoy, CFP®

William C. Stoy, CFP®

FINANCIAL CONSULTANT

William C. Stoy has over 17 years of financial experience and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a graduate of Clarion University where he received his Bachelor’s Degree in Accounting and Finance.

Among other accomplishments, Mr. Stoy has been a member of the service organization, Somerset Area Jaycees for over 20 years. He is a Past President and has been named Jaycee of the Year. Mr. Stoy is also a board member for the Somerset Children’s Aid Home.

Take the Mystery Out of Financial Planning

Take the Mystery Out of Financial Planning

Contact our team to learn more about our customizable solutions for your financial goals.