As a Business Development Manager for Capital Strategies, Will specializes in working with the firm’s Estate Planning clients.
He is dedicated to exploring and implementing the most sophisticated strategies in case design, tax strategy, and case implementation for each client. A licensed CPA, he currently holds his Life and Health Insurance, Series 7, and Series 63 licenses.
Prior to joining Capital Strategies, Will was employed with Ernst & Young LLP in the Memphis, Washington, D.C., and Birmingham offices performing audit and advisory services for publicly held and private company clients.
Will earned a Bachelor and a Master of Accountancy from the University of Mississippi. While at Ole Miss, Will served as Treasurer of the Associated Student Body. At graduation, he was elected to the Ole Miss Hall of Fame, an honor bestowed on 10 graduating seniors each year.
Will is an active member and serves on the board of the Phoenix Club of Birmingham, an organization of young professionals that supports the Boys & Girls Clubs of Central Alabama. A father of a young son and daughter, in addition to spending time with his family Will enjoys outdoor sports and traveling with his wife, Caroline. Will and Caroline are members of Covenant Presbyterian Church.