After working at several other investment firms, Will joined LNWM because here “the focus really is on clients and on holistic planning.” He brings to his work nearly a decade of experience in financial analysis and wealth planning, coupled with a genuine interest in getting to know you and your family.
Will’s work can help you see with clarity and precision the various ways your assets and finances can serve the life you want for yourself, your family and your community. It is a long-term undertaking that requires getting personal and becoming your family’s trusted source of financial analysis, information and insights.
Will especially enjoys working with the younger generations within families, educating them on financial topics while helping them define and develop lifetime interests.
Designations and Education
- B.S. in Economics
University of Oregon