Will anticipates clients’ complex needs proactively and responds to them quickly, helping them preserve and grow assets with thoughtful, custom solutions. He’s passionate about empowering individuals and families to fulfill their goals and dreams and appreciates the opportunity to share in those experiences.
Whether helping clients manage significant wealth events, plan their legacies, develop sophisticated investment strategies or protect their assets, Will remains nimble and adaptive. He provides personalized advice based on a holistic financial picture, always putting clients’ best interests first.
Outside work, Will enjoys spending time with his family and playing golf.
Juris Doctor – Valparaiso University Law School
Bachelor of Science in economics – Purdue University