Before joining Avaii, Will worked as a Financial Advisor with a Fortune 500 financial services organization. He earned a bachelor’s degree in finance from the University of Wisconsin-Oshkosh, along with a minor in Risk Management. He is a registered Investment Advisor Representative & holds securities and insurance licenses. Will is passionate about building genuine, lasting relationships and helping clients navigate the financial decisions that affect their families, their future, and the people and causes that matter most to them.
Will believes financial planning is about more than managing money. He takes the time to understand what matters most to each client and works alongside them to create a thoughtful, comprehensive plan that reflects their goals and values. He believes financial resources can be a powerful tool when used with purpose, helping clients build confidence in their financial future, pursue meaningful goals, and make a positive impact on the lives of others.
Will and his wife, Amelie, have one daughter named Vivian. Together they enjoy spending time with family and making the most of Wisconsin's outdoors. Outside the office, you'll often find him on the golf course, in the gym, camping, hunting, fishing, or staying active in the community.