For more than 20 years, Will has been helping clients solve complex financial challenges by anticipating their potential opportunities and concerns. Working with a small, select group of clients, Will’s attention to detail and his highly personalized experience has resulted in long-lasting relationships. As Will likes to put it, he’s helping his clients sleep well at night.
“As a kid, I watched my father work hard every day to support our family. I did everything from bagging groceries to mowing lawns. This work ethic is still a part of everything I do to this day.”
An ally, advisor and mentor, Will’s guidance helps his clients confidently face their decision-making process. As a founding partner of his practice, he focuses on client development and portfolio analysis, integrating risk and liquidity management with estate, philanthropic and other special considerations to deliver a complete solution.
Experience
- Director, Private Bank, Credit Suisse
- Vice President, Private Wealth Management, Morgan Stanley & Company
- Financial analyst, EDS (acquired by Hewlett Packard)
Credentials
- Forbes Best-In-State Wealth Advisors, 2019
- UBS Pinnacle Club member, a distinguished group of the firm’s most successful Financial Advisors
- M.B.A., McCombs School of Business, University of Texas
- B.A., finance, McCombs School of Business, University of Texas
Life
- Wife, Dinah, and three children
- Active with Chapelwood United Methodist Church and community
- Texas Longhorns fan
- Loves to travel, especially in Europe
Registered States:
AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IL, LA, MA, MD, MN, MO, NJ, NM, NY, OK, OR, PA, SC, TN, TX, WA, WY