Will is a Lead Investment Advisor and CFP® professional with over a decade of experience in the wealth management industry. He focuses on helping individuals and families build personalized financial plans designed around their goals, priorities, and long-term financial well-being.
Outside of work, Will enjoys spending time with his wife, Amanda, and their two sons, James and Jonathan. He is a graduate of Texas A&M University and enjoys watching Aggie sports, playing basketball, grilling, and being actively involved in his church. He values building meaningful relationships both personally and professionally.