Will serves as an Associate Wealth Advisor for the firm. He supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans since he joined in July 2022. Will also supports clients with various administrative tasks and problem solving to make client lives a little easier. Prior to joining the firm, Will worked for Enterprise Holdings as a Staff Accountant, and Divisions Maintenance Group as an Account Executive. Will’s credentials include:
- BA in Financial Management from Hillsdale College
Will was raised in Maineville, Ohio, where he could always be found on the football field or the basketball court. After spending his college years in Michigan, Will returned to Cincinnati to be closer to his family. On weekends, Will can be found serving in his Church as well as outdoors hiking, camping, or exploring a new state.