Will's diverse background in customer service within the financial industry and beyond provides him with a unique set of skills that can be applied to financial planning. His experience working across different locations for firms such as Empirical Wealth Management, Edward Jones, and Charles Schwab has exposed him to a variety of financial situations and client challenges, allowing him to develop a more holistic approach to financial planning.

Additionally, his time spent as a deckhand in Alaska demonstrates his ability to adapt to different environments and work under pressure, qualities that are also valuable in the financial industry.

Will received his Bachelor of Science in Business Administration with a concentration in Finance and Marketing, and his MBA with a concentration in Finance, from Gonzaga University. Will holds a CERTIFIED FINANCIAL PLANNER^™ designation.

Will now calls Seattle home, but has a passion for exploring new destinations and has lived in various coastal locations. Hailing from Gig Harbor, Washington, Will's love for travel has taken him to both national and international destinations. He has a particular interest in fishing and has previously worked as a deckhand on a salmon fishing boat in Alaska. When he's not on the water, he enjoys competing in beach volleyball tournaments. As a sports enthusiast, Will is a keen supporter of Gonzaga basketball and enjoys watching games or attending them whenever he can.

As a part of his volunteer time off (VTO) benefits at Mission Wealth, Will volunteers his time at the Fish Food Bank in Gig Harbor.