Bill brings nearly three decades of comprehensive accounting and financial management expertise to Telos Private Office. As an Enrolled Agent licensed to practice before the Internal Revenue Service, he specializes in managing all aspects of tax and accounting systems for privately held companies and family offices.
Since 2013, Bill has served as President of Daniel CFO, LLC, providing fractional CFO and controller services to businesses. His extensive career includes 12 years as Chief Financial Officer at St Marlo Country Club, where he oversaw all financial operations, and roles as Controller at CMD Services, Inc. and Accountant at Kanes Benator & Company, building a strong foundation in corporate accounting and financial management.
Bill holds a Bachelor of Business Administration in Accounting from Kennesaw State University. He is skilled in account management, process improvement, and business process optimization, bringing systematic efficiency to complex tax and financial challenges.
His practical, hands-on approach to financial stewardship and tax strategy makes him an invaluable partner to families navigating the complexities of multi-generational wealth management and tax planning.
