As Senior Analyst for Capital Strategies, Will specializes in working with Wealth Transfer clients. His areas of expertise include product design/analysis and economic modeling, along with managing and maintaining client relationships at a highly personalized level. Will has 17 years of experience with the firm.
An Investment Advisor Representative (IAR) holding his Series 7, 63, and 65 securities licenses, his professional affiliations include membership in the Estate Planning Council of Birmingham.
An avid college basketball fan, he played for the Birmingham-Southern Panthers (4-year letterman) and was part of the team that won the 1995 NAIA National Championship.
Outside the office, Will coaches youth sports, organizes a monthly boys Bible study group, and serves as a elder at Briarwood Presbyterian Church. He and his wife, Casey, have three children.
Will earned his B.S. in Business Administration with a concentration in Finance from Birmingham-Southern College.