Bill LaChance is an independent financial advisor based in Chatham NJ. Bill offers a unique flat fee program and focuses his practice those going through or contemplating a career transition. Prior to launching his financial planning practice, Bill spent twenty two years in corporate finance in the retail industry and before that was a CPA with a large accounting firm. Bill has a B.S. in Accounting from Bryant University, an MBA in Finance from Indiana University and completed the Financial Planning Certificate program at Fairleigh Dickinson University. Bill is also an Enrolled Agent authorized to represent taxpayers before the IRS and provides tax consulting and preparation services.
Jim Moore joined Bill’s firm as an independent financial advisor a little over a year ago. Prior to joining WJL, Jim also had a long career in corporate finance including as a VP Finance with Coca Cola Enterprises and as CFO for a subsidiary of an international public company. Jim also started his career with a large accounting firm. Jim has a B.S. in Economics from the University of Pennsylvania and completed the Financial Planning Certificate program at Fairfield University. Jim is a licensed CPA.