Designations and Licenses

Will is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Plan Fiduciary Advisor.

Experience and Education

Will provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, Will worked at a wealth advisory firm in Chicago, where he specialized in investment, tax, estate and retirement and insurance planning for individuals and families. He also served on the firm’s investment committee and created a young advisor training group to mentor younger advisors.

Will holds a bachelor’s degree in financial management from Indiana University.

Personal Interests

Away from the office, Will has a love of travel, having spent the first nine years of his life in Asia. He enjoys staying active, whether biking on the Chicago Lakefront Trail, playing golf with friends or chasing intramural softball championships with his team. He’s also a member of the First Tee Ambassador Council, which focuses on empowering children and teens through the game of golf.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.