Your Valuable Team at the Helm

Originally from Houston, TX, Will began his career in the financial services industry in 1997 after graduation from Trinity University in San Antonio, TX selling life, health and long-term care insurance. After leaving his first firm in 1999 he moved to Austin, obtained his securities licenses, and spent 2 ½ years working for Janus Mutual Funds before the firm ultimately closed its Austin office in 2001. 

Will then spent the next 13 years working with public and non-profit employees helping to manage the City of Austin 457 Deferred Compensation Plan, Travis County 457 Deferred Compensation Plan and Austin Travis County Integral Care, among others. Currently, he is one of the approved representatives who work with University of Texas employees for their ORP, TSA and DCP accounts.

Will focuses on helping public and non-profit employees build their dreams for retirement and beyond. He has branched out over the years to become an Investment Advisor Representative offering comprehensive financial planning, investment advisory services, and insurance brokerage services for annuities and life insurance. 

Will considers himself a one-stop shop for all of your planning and financial services needs. His passions are creating and executing financial plans that clients can keep regardless of current market conditions, proactive service, and fee transparency. He prides himself on having fun, engaging, and productive conversations about his clients’ financial future.

In his free time Will enjoys spending time with his wife, Kerri, and two sons, Alex and Evan. He also regularly plays tennis and creates, produces, and performs music.