Chief Operating Officer, Co-Founder
Will entered the financial services industry in 2013, gaining experience in front-office operations before becoming licensed and shifting to back-office RIA and broker/dealer operations. He has helped build and scale multiple businesses’ operations. Prior to that, Will served in the Army for 9 years, and obtained a degree in International Relations from BYU. He and his wife are proud parents of four growing children.
Will is a FINRA Series 66 licensed financial professional, and also holds a PMP (Project Management Professional)® designation.