CFP®, ChFC®, Series 7, 24 & 63 Securities Registrations*, Series 65 Advisory Registration
Will began his career as an Officer in the United States Army Corp of Engineers, where he served in Operation Desert Storm/Shield and was awarded the Bronze Star. He has more than 25 years of business and personal financial services experience running companies in both the private and public sector. Over that time, Will has worked with business owners, entrepreneurs and private equity to help manage and build client wealth. As part of Wealth Enhancement Group, Will continues to be driven by a commitment to deliver the ultimate level of service to high net worth individuals and entities across the financial spectrum.
These days Will and his wife Colleen spend most of their non-work time visiting their daughters at college or watching his son on the sports field. He also serves on several Boards and Committees in the community.
- BS - Finance, University of Tampa
- MS - Business Administration, Boston University
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Consultant®
- US Army Corps of Engineers (Bronze Star)
Will serves clients at our Malvern - Liberty Blvd, PA office.
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* Securities registrations are held with LPL Financial, Member FINRA, SIPC.
† Advisory registrations are held with Wealth Enhancement Advisory Services.