Will has grown up around the financial services business all his life, yet he brings a fresh perspective shaped by years of experience in the environmental health field. The fields of environmentalism and financial planning share a common perspective; requiring a long-range view and involving education about how actions and decisions today, can have a profound effect on the future.
Will is dedicated to helping people grasp financial planning concepts that affect their lives as he works to create financial strategies so they can reach their goals. With care and compassion, he helps them understand the big picture and empower folks as they build a secure financial future. The part of his job that Will enjoys the most is interacting with the clients, listening to their stories, learning about their unique situations, and working with them to develop custom plans and solutions.
A graduate of the University of North Carolina Wilmington, with a BS in Environmental Science, Will received his MBA from Eastern Carolina University in 2015, while working full time. He holds Series 7 and 66 licenses, the Accredited Investment Fiduciary (AIF ® ) designation, and life and health insurance licenses.
Although he grew up in Kenly, North Carolina, today Will lives in Clayton with his wife, Elizabeth, a brilliant pharmacist, and their two cats, Parker, and Bubbles. Will is a passionate and dedicated conservationist, and he enjoys the huge variety of wildlife visitors he sees in his backyard. When he’s not in the office, Will is active outdoors—fishing in fresh or saltwater, boating with friends, backpacking, or traveling with Elizabeth.