Senior Financial Advisor
After graduating from Christopher Newport University, Will participated in a management development program at GEICO. In 2001 Will joined the financial and investment industry. In 2010 he graduated with an MBA from Ashford University, Clinton, Ohio. Now with over 20 years’ experience in the financial advising industry, Will is an expert in helping businesses maximize profits through comprehensive tax planning, effective business succession plans, appropriate buy/sell agreements, and accurate business evaluations. He also helps businesses provide appropriate and cost-effective employee benefits.
Will also works with individuals and couples. He creates customized strategies focused on investment and retirement planning, estate planning and preservation, long-term care, and asset protection.
Will spends the necessary time with each client, whether a business or an individual, to learn about their unique circumstances and needs. His relationship with each client is an ongoing process. He stays actively involved as life brings income changes, tax law changes, and changes in family and business circumstances. Will looks for clients who are serious about securing their financial futures and are willing to make the necessary commitments and adjustments to reach their financial goals.