Meet the LMBCo Team

William  Lillis Jr.

William Lillis Jr.

Associate
P: 814-452-4085 ext. 227
F: 814-455-2008

After graduating from Pennsylvania State University, Bill Lillis Jr moved to New York City where he started his career in the insurance & financial planning industry. He spent 6 years there “cutting his teeth”. Though Bill Jr enjoyed the fast pace of the Big Apple he missed his hometown and moved back in 2009 to join Lillis, McKibben, Bongiovanni & Co. He has been growing his practice which specializes in group insurance and personal financial planning.

He has been a Certified Financial Planner since 2013 and is a member of the Estate Planning Council of Erie. He is also active in the community. He is the Chairman of the Board of the Young Erie Professionals, Committee Chair for the Erie Yacht Club Junior Sailing Committee, Vice President of the Mercyhurst Prep Alumni Board of Governors, a board member of Junior Achievement, and a UPMC Hamot Corporator.

When he is not hard at work he cherishes his time with his lovely wife and young children. He enjoys sailing & skiing and he plays golf when he finds the time. He also started playing the piano a few years ago.