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. (more…)
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Adviser, Member FINRA and SIPC. Capital Strategies Group, Inc. is independently owned and operated.