Will honed his skills as a Financial Advisor at Capitol Financial Solutions beginning in 2010 before making his transition to Hermitage Wealth Management in 2013. He has a passion and a dedication for working alongside his clients to foster confidence and clarity surrounding their financial goals.
As part of Hermitage Wealth Management’s team, Will contributes to the success of our distinctive model by assisting clients with creating strategies that identify, prioritize, and quantify their financial goals and objectives. Will places a high emphasis on delivering quality, in-depth financial plans for his clients along with continued communication and support throughout the relationship. The two most important questions he will help you answer are: Am I well prepared? And how do I know?
In addition to his financial planning roles, Will is our main resource to assist clients with health, dental, and vision insurances. He brings a wealth of knowledge to not only individuals, but also to our corporate clients for the aforementioned benefits; as well as group life and disability products. His continued education year after year in these areas ensures our clients are up-to-date on the changing atmosphere and can rely on him for continued guidance.
Will is a graduate of The Collegiate School in Richmond, Virginia and earned his Bachelor of Science in Business at Virginia Tech. Will holds licenses in Insurance and Series 6, 7, 63, and 65 FINRA Registrations. He completed his Certified Financial Planner™ designation in the fall of 2021. Outside of the office, Will spends his time with his wife Greylan, daughter, son, and dog River. He is an avid squash and golf player, and depending on the season, hunting or boating along our local rivers and bays.