In 2001, Will had been working for several years at Delta Air Lines, was married, and had a 1-year-old daughter. Having already begun saving and investing, Will realized that he needed to protect his growing family from financial risks such as death or disability. Unfortunately the investment and insurance professionals he talked to each had different perspectives on what to do.
At the same time, Will was taking “Introduction to Financial Planning” as an elective in his MBA program and realized that a financial planner, someone who could develop strategies to address the whole picture, was who he needed. Will felt called to be such a person for others and, in a life-defining move, he changed his career path.
In 2003, Will was fortunate to meet Phil McMullin, a financial advisor with Raymond James who had a desire to assist clients in a similar manner. Ever since, Phil and Will have been working together to help clients manage the complexities of their financial lives and pursue a path of financial independence.
Will obtained the Certified Financial Planner™ certification, one of the most respected industry credentials and the recognized standard of excellence in personal financial planning. CFP® professionals complete a rigorous and comprehensive program which covers financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance planning.
Will’s goal is to help clients who are approaching retirement reach the point where going to work every day becomes optional, then help them make the emotional and financial transition into retirement by developing a personalized retirement income strategy. He has a natural ability to put people at ease and make them comfortable, taking the time to explain financial terms and concepts in a straightforward manner.
Will earned a bachelor’s degree in mechanical engineering from the Georgia Institute of Technology and an MBA from Georgia State University, majoring in personal financial planning with a concentration in finance. He was named the 2003 Outstanding Personal Financial Planning Graduate Student and completed a financial planning internship at Kring Financial Management in Atlanta.
Will is originally from Martinsville, Virginia, and today lives in Fayetteville. He enjoys life in the community with his wife, Rebecca, and daughters, Katie, Courtney, Natalie, and Ivey, whose energy and creativity give him constant inspiration.
Will has many varied interests in his free time. He enjoys traveling, especially to the Rocky Mountains in Montana and Wyoming, hiking, skiing, cooking, and reading, particularly about business and American history.
He volunteers as an assessment counselor at the Real Life Center in Peachtree City and currently serves as an elder at Fayette Presbyterian Church, where he attends with his family. Most nights and weekends during spring and fall, Will can be found on the soccer fields where he coaches for the Fayette County Youth Soccer League.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.