Will grew up in a small town in Oregon and moved to Colorado to attend college. He graduated with a bachelor’s degree in Mathematics from the University of Colorado at Boulder and has lived in Boulder ever since. He has over 20 years of financial industry experience working directly with families and individuals. His career started at Charles Schwab and Company as a Financial Consultant, where he worked in the Boulder Branch for 13 years. During his time there, Will was recognized twice as a member of the Charles Schwab Chairman’s Club. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2005 and continues to focus on financial planning as his primary specialty.
Will lives in Boulder with his wife, Andrea, and two children, Ellie & Zander. When Will is not in the office, he is most likely traveling with his family, skiing, mountain biking, camping or enjoying water sports.