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William J. Fisher
Director of Business Development
I have spent the better part of my career in the investment world and the retirement and benefits industry. During my career, I have learned a great deal, from many wonderful people including clients from all different walks of life. Perhaps the greatest lesson has been that when it comes to retirement, all clients regardless of their tax bracket, or demographics, need and want user friendly retirement tools, as well as easy access to well trained professionals who can help navigate the multifaceted worlds of pre and post retirement. Put simply, most want great service.
At PenServ, we understand and appreciate the need for providing great service; we have a pro-active and hands-on approach to the compliance of our clients' retirement plans, and the challenges the employers face in offering and properly maintaining retirement and benefit plans, in a complex and changing legal landscape. PenServ's success is based in its continued commitment to delivering excellence daily to each of its clients in the present, being prepared for the opportunities and possibilities of the future, and its unwavering zeal to learn and improve.
"If there is a way to do something better - find it."
— Thomas Edison
Renowned expert in open architecture design of investment products
Graduated from Dickinson College with a B.A. in History
Served as a Registered Representative at a major financial institution, holding Series 6, 63, 7 and 26 Licenses
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