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 has a Master’s of Business Administration (MBA) in Finance as well. 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 their 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 Osaic Wealth, Inc.
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. Will also enjoys spending time outdoors, supporting his favorite sports teams, and with his family and friends. He dedicates part of his free time serving the community as Chairman of the Downtown Muncie Development Partnership, volunteer and board work with Habitat for Humanity, and as a board member of the Muncie YMCA.