Designations and Licenses

Will is a CERTIFIED FINANCIAL PLANNER™ professional. 

Experience and Education

Will has worked in the financial services industry since 2008. Prior to joining Mariner, he served as a wealth manager at a Chicago financial planning firm. His responsibilities included creating financial plans, designing tax strategies, reviewing estate plans, designing and monitoring portfolios and researching investments as a member of the investment committee. Prior to that, Will worked at a financial planning firm and a commodity brokerage firm in Texas.

Will holds a bachelor’s degree in finance from Baylor University. He is a member of the Financial Planning Association (FPA).

Personal Interests

Will enjoys staying active by working out, playing basketball, snowboarding and scuba diving.