Since 2021, Will has guided high-net-worth individuals in building and preserving their financial futures. Will enjoys partnering with his clients and empowering them to make confident decisions that align with their goals and values. His approach to financial planning combines a deep technical understanding with a client-first mindset, ensuring strategies are clear, personalized, and effective.
Before beginning his career in finance, Will earned a degree in Computer Science Engineering from the University of Louisville. This technical foundation, combined with his expertise as a CERTIFIED FINANCIAL PLANNER™ professional, allows him to deliver robust, streamlined solutions that fit his clients’ unique circumstances.
Will resides in Fort Thomas, Kentucky with his wife, Madison, and their two children, Peter and Annie.
Education and Credentials:
- Computer Science Engineering Degree – University of Louisville
- CERTIFIED FINANCIAL PLANNER™ Professional certification
Scope of Work:
Educate and help people create, preserve, and transfer wealth—more effectively than they are currently.