Carroll W. “Bill” Hayes, MBA, CFP® Mr. Hayes started his financial career at Merrill Lynch in 1989. Bill holds the designation, CERTIFIED FINANCIAL PLANNER, and presided as a Commissioner on the Disciplinary and Ethics Commission of the Certified Financial Planner Board of Standards from 2011 to 2016. During his career at Fidelity Investments he held roles in various divisions of Fidelity. Those roles included positions in the Trust, 401(k), Brokerage, and Money Management divisions. Bill held management positions at Fidelity and in 2001 led a Private Access team based in Boston. In the Private Access role his responsibilities included managing a book of business in excess of $3 Billion and a client base that was international in scope. 

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Andrew Conway started his career in the finance industry as a sales and retirement specialist for an ETF asset manager. Most recently, Andrew worked as a high school chemistry teacher, varsity squash and tennis coach, and associate director of college counseling at St. Sebastian’s School in Needham, MA. At CCFP, Andrew oversees a wide range of corporate responsibilities including business development, marketing, operations, and investment analytics. His expertise is college planning, ETFs, retirement plans for small businesses, and emerging technologies.

Andrew is a graduate of Harvard University. In his free time, he can be found spending time with his wife, two boys, and dog. He loves cooking, playing board games with friends, and playing squash.