Will is an experienced Wealth Manager with over 10 years of experience. He enjoys working with clients of all walks of life from emerging affluent, high net worth to institutional. He values the long-term relationships he can build with his clients and particularly enjoys developing personalized investment plans for each client.
Previously, Will has worked as a Chief Investment Officer and Portfolio Manager managing over 100 million in assets on a discretionary basis. Will invests with an accredited investor mindset and personally invests alongside client portfolios. He has also earned the CERTIFIED FINANCIAL PLANNER™ designation and builds custom plans for his clients to meet all their financial goals.
Will grew up in the Metro St. Louis. He resides in Columbia, IL with his wife Kate. They have two young children, Charlotte and Amelia. When he is not working alongside his clients, he enjoys coaching, attending his kid’s events. Additionally, Will enjoys hiking, grilling, and eating out with all his friends and family.