Our Team

Our Team

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Bill Popko, CLU, CLTC*


Bill Popko has had a long and varied career in the finance and insurance fields. He has paid life and health insurance claims, managed the life and health underwriting division for a major life insurance company, and for many years, worked directly with hundreds of clients in the design of their personal plans of protection.

Bill is a strong believer in continuing education. He has earned many professional designations and awards over the years.

He is passionate about helping everyone he meets, from children to seniors, to learn more about financial and insurance issues.

*These are some of the professional designations earned by Bill. CLU = Chartered Life Underwriter and is the life insurance equivalent of a CPA in accounting. CLTC = Certified in Long Term Care.

Rachel Ortega

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