Our Qualifications


William C. Goodlad, ChFC, CLU

Bill has spent his entire career of over 30 years in the financial services industry. He sees the role of a financial advisor as being that of an attentive listener, an educator, and a guide to building strong and practical financial solutions.

The early part of his career was with the corporate office of a major financial institution where he achieved the position of Vice President. For the last 20 plus years, Bill has focused on personal advisory services. He is a graduate of Rutgers University and holds an MBA. He also holds the designations of Chartered Financial Consultant and Chartered Life Underwriter.

Ellen H. Gallagher, CFP®

Ellen has been in the financial services industry for the past 20 years. Whether helping her clients prepare for retirement, grow and preserve assets, or protect against life's uncertainties, she focuses on implementing realistic and understandable solutions to achieve their goals.

Ellen graduated from SUNY at Stony Brook, and holds the Certified Financial Planner designation. She is a past president of the Palm Beach Estate Planning Council.