In following his passion for both helping people in his community and crunching numbers, Will provides each of his clients with tailored financial advice and a unique financial planning experience that is based on understanding each client’s personal story and life goals. Will’s emphasis on building personal relationships with his clients allows him to advise and develop financial plans that exclusively complement each respective client’s goals.
Beginning his financial planning career directly after graduating from college, Will was able to develop his career mission during his first year in the financial services industry; to help as many people as possible in making educated financial decisions based on their individual circumstances and goals.
Will graduated from the College of Business at Husson University with a B.S. in Business Administration [concentration Personal Financial Planning] in 2023, and aims to serve the Central Maine communities in which he was raised.
Currently, Will lives in Waterville, Maine with his wife Madison and new son, Rowan. Will enjoys volunteering at his local church, playing soccer, game nights with friends and family, and exploring his new life and responsibilities as a father.