Will is a financial planner and tracking to become a CFP in 2019. He is passionate about building relationships with clients that empower them and provide peace of mind. He accomplishes this by first helping his clients identify their goals and then creating a plan so they can achieve those goals.
Will graduated from the University of Illinois Urbana-Champaign in 1985 where he received his Bachelor’s Degree in Accounting and passed the CPA exam. His background in public accounting led to over 20 years of experience working in financial management positions for operator-owned businesses.
Will currently resides in Inverness. Previously, he lived in Mount Prospect since 1994. He enjoys biking, cooking, golfing, and music.