Will works with individuals and families facing important financial decisions, often around retirement, liquidity events, or ownership transitions tied to a business or professional practice. His work brings structure to these moments by accounting for tax, estate planning, and family considerations, so decisions reflect real tradeoffs, priorities, and long‑term implications.
His approach is planning‑first and focused on coordination. Will works closely with clients’ CPAs and estate planning attorneys to keep financial decisions aligned and carried out thoughtfully.
Will is a CERTIFIED FINANCIAL PLANNER™ professional and holds a bachelor’s degree in History from the University of Pittsburgh and an MBA from Marquette University. He served in the U.S. Army for five years.
Outside of work, Will enjoys spending time with his family and coaching youth soccer.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.