Will has been with Financial Synergies since 2015. He is a lead advisor for Financial Synergies’ 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.
In his spare time, Will enjoys spending time with his wife, Amy, and two sons, Hamp and Tucker. He enjoys being outside, riding bikes, and taking walks with their dog, Arlo, around their Sugar Land neighborhood. He is a former board member of the Houston chapter of the Financial Planning Association (FPA), and he is an Eagle Scout.