Will grew up in Seymour, IN where his parents taught him from a young age the importance of being in control of your personal finances. This led him to a career as a financial advisor, with aspirations that started as early as middle school.
Will earned a Bachelor of Art Degree in Finance from Ball State University concentrating in Estate Planning and Corporate Finance. He then began working part time for Wealth Strategies while earning his Masters of Business Administration (MBA) in Finance at Ball State. Upon completion of the MBA, he took a job as a Financial Analyst for a large corporation. He soon realized that he missed the relationship part of helping individuals. Since 1999, Will has been involved with helping clients and their families reach their financial goals, whether that is saving for their first home, for their children’s college education, or for retirement.
Will holds the following credentials:
- CERTIFIED FINANCIAL PLANNER (CFP®) Professional
- Registered Financial Consultant (RFC®)
- Series 7, Series 63, and Series 66 licenses
- Fully Licensed to sell Life, Accident, Health, Disability, and Long-Term Care Insurance
- Investment Advisor Representative and Registered Representative with Royal Alliance Associates.
In addition to personal financial advisory services, Will also addresses public, professional, and private groups on current strategies for sound financial, retirement, and estate planning.
As residents of Yorktown, Will, his wife (Kenzie), and their two children (Camryn & Anson) enjoy their role in serving and attending their local church, Harvest Christian Fellowship. Will also enjoys spending time outdoors, Colts football, and family events. He dedicates part of his free time serving the community as Chairman of the Board for Muncie’s Habitat for Humanity and as a board member of the Northwest YMCA.