Will is in a hybrid role that supports the internal and external structure of our team. Responsibilities for Will include assisting in research and client presentation development, servicing client needs and requirements, and following up on firm-generated leads. He joined the team after finishing his undergrad work a semester early in December of 2014. Will was raised in the Wheaton Area, where he continues to reside with his wife, Danielle.
Will’s credentials include:
Holds Series 7 & 66 Registrations with FINRA
Holds Behavioral Financial Advisor Designation (BFA™)
Licensed in Life, Accident, and Health Insurance, and Variable Contracts
Bachelor of Science Degree in Finance from Taylor University, Deans List, Magna Cum Laude