Our Team

Bill began his career in financial planning in 1992. Bill is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company and Founder of Stratview Wealth Management. Bill is an Insurance Agent with Northwestern Mutual and a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining his FINRA Series 6, 63, 65 and 7 registrations and his Life, Annuities and Health Insurance License. Bill holds the CERTIFIED FINANCIAL PLANNER™ certification, Certified Private Wealth Advisor® professional certification, Chartered Life Underwriter® and the Chartered Financial Consultant® designation. Additionally, Bill holds the Accredited Estate Planner® designations from the National Association of Estate Planners & Councils as well as the Chartered Advisor In Philanthropy®.

Bill graduated with a degree in Business and Economics from Randolph-Macon College. He resides in Richmond, Virginia with his family.

Learn more about Bill's Professional Designations

Matt has been with Northwestern Mutual since 2010 and joined Stratview Wealth Management in 2016. Prior to joining our firm Matt served as the Director of Financial Security Support managing the Investment Planning Department for Richmond, Charlottesville, Virginia Beach and surrounding areas. Matt is an Associate Wealth Management Advisor with Northwestern Mutual Wealth Management Company.

He is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining FINRA Series 7, 66, 9 and 10 registrations, and he holds the CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Financial Consultant® (ChFC) designation. He also maintains his Life, Annuities and Health Insurance License.

Matt graduated from Hampden-Sydney College where he earned a degree in Economics and Commerce. He is married to Ashley and has two children. Outside of work, Matt enjoys spending time with his friends and family, playing golf, and reading.

Before joining Stratview in 2022, John was a member of PNC Asset Management Group’s Investment Strategy team, which was responsible for developing financial market views and transforming them into strategic and tactical asset allocations in client portfolios. On this team, John helped craft and implement the firm’s investment philosophy and process, authored or co-authored periodic thought leadership publications and helped drive a number of alternative investment initiatives. In addition, John collaborated frequently with PNC’s Advantage Equity team before joining full-time as an Equity Research Analyst.

John graduated with a BA in Economics from The University of Virginia and a MS in Commerce-Finance from The University of Virginia McIntire School of Commerce. He is a CFA® charterholder and maintains his FINRA Series 7 and Series 63 registrations. 

Outside of work, John enjoys spending time with his friends and family, playing golf, and reading.

Sandy is an Associate Financial Representative with Northwestern Mutual and joined Bill’s team in 2016. She holds her Life, Annuities and Health Insurance License, as well as her Long Term Care Insurance license. Sandy is responsible for implementation of new insurance policies as well as policy owner services.

Sandy enjoys the beach, boating, barre and yoga classes. She is a member of the Tuckahoe Women’s Club and volunteers at St. Michaels Episcopal School. Sandy resides in Richmond, Va with her husband and two daughters.

Phil is an Associate Financial Representative with Northwestern Mutual and joined Bill’s team in 2019. He maintains his Life, Annuities and Health Insurance License, as well as his FINRA SIE and Series 7 registrations. Phil is responsible for financial planning analysis and investment service.

Phil graduated from Virginia Polytechnic Institute and State University with a degree in Finance. He enjoys spending time with family, attending Virginia Tech football games, and exploring new restaurants in Richmond.

Charlie joined Stratview Wealth Management in 2022 and will be assisting in the end-to-end financial planning process. Charlie graduated from The University of Richmond, where he studied Business Administration with dual concentrations in Management Consulting and Business Analytics. Currently, Charlie holds his Life, Annuities, and Health Insurance License.

Outside of work, Charlie enjoys playing golf, exercising, barbecuing with friends and family, and attending various sporting events and concerts.