William Ruiz, EA, MBA

Bill often says that the best part of his job is talking to clients. He enjoys hearing about their recent travels, receiving updates about their families, or hearing about their dreams and plans for their growing businesses. He enjoys guiding individuals and small businesses with their investment and tax planning. Bill believes that his primary role is to help clients achieve their goals through a disciplined, common-sense approach.

Bill enjoys a good spy novel, and to say he loves baseball would be an understatement. He and his wife Norma are the proud parents of two daughters. They enjoy traveling and look forward to exploring new places every year.

Bill earned his BA in History and his MBA in Accounting from Temple University. He has passed the required examinations to represent clients with IRS tax issues.