During his 20 years in the financial industry, Will has made a concerted effort to build strong and meaningful relationships with clients, to learn about their goals and concerns, and to make sure they have worthwhile interactions with him and the financial strategies he recommends.
Will’s experience in banking, corporate consulting, and as a financial advisor give him a specialized breadth of knowledge and insight into available resources and top industry trends. His wealth of experience and access to resources ensures he stays abreast of trends and information and helps him to ensure clients are well-served.
On a personal note, Will has southern roots that run deep throughout Alabama and Georgia. He comments, “while I miss the green trees of the southeast, I’ve come to love the mountains and cacti of Tucson.” He lives in Catalina with his wife Natalie and their three children. Will enjoys coaching his son and two daughters on their sports teams. The family spends their time at practices or games, involved with their church and community, and staying active and enjoying the weather and outdoors.
CA Insurance License Number 4126313. Resident State AZ.
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