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. 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 discipl
ine. 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. 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.
