As a CERTIFIED FINANCIAL PLANNER, Will provides clients with options to help achieve financial goals and present them with “what-if” scenarios that allows them to understand the implications of one strategy versus another. He helps clients take full advantage of their options available to them.
A native Ohioan, Will exhibited entrepreneurial tendencies as early as fifth grade when he started his own lawn care business, as well as a lifelong saving and investing discipline. He purchased his first stock in high school and upon graduating from University of Cincinnati with a Bachelor of Business Administration in Finance and International Business, Will knew he wanted to be a Financial Advisor. Over the next five years at Morgan Stanley, he served as an invaluable financial planning resource for Financial Advisors in the firm’s Northern Ohio and Western Pennsylvania complex and his clients. Will’s passion for financial planning is only exceeded by his desire to help people make impactful choices that improve their financial lives and provide them with a greater sense of financial security and well-being.
Will has long believed in giving back to my community. An Eagle Scout, he continues to support worthy organizations such as the Pantry on the Corner, Orrville Area Boys and Girls Club and the Wayne County Community Foundation.
Words I Live By
Treat others how you would like to be treated. With God ordinary people can do extraordinary things.
You Should Know…
I once memorized and recited 225 consecutive digits of the number pi (3.14159…) to a bunch of fifth graders and I still know 50 of them.
My Literary Love
– 90 Minutes in Heaven
– Psychology of Money
– The Promise of a Pencil
The Best Getaway
Spending time with the people I love
My One Seven Reason
Being the change our community needs when it comes to a Financial Advisor.