As a financial planner, Will is dedicated to serving the investment and financial needs of his clients by providing comprehensive financial planning across a wide range of products and investment strategies.

Will helps clients work toward their short-, mid-, and long-term financial goals by developing strategies tailored to their complex and individualized needs.

Will has experience in retirement planning, wealth management, stock options, tax planning, education planning, government and military pensions, and qualified workplace retirement plans.

Will holds a FINRA Series 7 registration and a Series 66 registration through LPL Financial. He attended Framingham State University, where he earned a Bachelor of Science in Business Management.

Will is also a U.S. Army Signal Sergeant in the Massachusetts National Guard and has been serving for nearly eight years. His experience includes active-duty service at Fort Sill, Oklahoma, supporting an air defense unit, followed by his transition to the Massachusetts National Guard, where he supported an infantry unit. He later deployed with the 1-181 Infantry Battalion to Iraq and Syria, helping to support communications operations across both countries.