Will has been with Financial Synergies since 2015 and serves as a Senior Financial Advisor for the firm’s wealth management clients. He is a University of Texas graduate and a CERTIFIED FINANCIAL PLANNER™ professional.

For Will, the most rewarding aspect of this profession is understanding the client’s goals and helping them achieve financial success. He helps create detailed financial plans and investment strategies based on their specific circumstances.

Additionally, Will has obtained the National Social Security Advisor (NSSA®) designation and works closely with wealth management clients to determine the most optimal strategies for taking Social Security and Medicare.

Will lives and works in Tyler, TX. In his spare time, Will enjoys spending time with his wife, Amy, and two sons, Hamp and Tucker, being outdoors, and is an avid UT sports fan. He is a former board member of the Houston chapter of the Financial Planning Association (FPA), and he is an Eagle Scout.