Will joined Planning Alternatives in 2016 after serving nearly a decade in various operations roles within the financial industry. After discovering his love for working with clients, he determined that fee-only financial planning is the natural place to live out his passion to help others achieve their life goals. He currently assists in creating personalized financial solutions to help families and individuals gain insight into their financial position and build future security.
Will graduated from the Falls School of Business at Anderson University with a Bachelors of Science in finance and is a Certified Financial Planner®. He also serves on a non-profit endowment board as vice-chairman of the investment committee.
List three words that describe a successful journey:
Passion, focus, follow-through
If you could invite any three people to a dinner party, whom would you invite?
Winston Churchill, Elon Musk, Bono
What brings you joy?
Watching my children run in the carefree and borderline reckless way that only kids can.