Will is a recent addition to our team, bringing with him a strong background in education from his tenure as a dedicated teacher in Fairfax County. Enthusiastically transitioning into the wealth management industry, he is currently preparing for the Series 65 exam and plans to pursue the Certified Financial Planner (CFP) designation afterward.
In his current role, Will serves as a valuable point of contact, working closely with Jennifer and the rest of our team on various administrative and operational tasks. You may have the opportunity to interact with him when you call our office, as he assists with client inquiries and manages incoming communications.
As Will gains experience and obtains the appropriate credentials, his responsibilities will expand to include more planning and advisory functions. This progression aligns with his professional development and our firm's commitment to providing personalized service.