Will honed his skills as an Investment Advisor Representative 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 ensuring his clients are confident, well-planned, and have a clear vision of their long-term financial strategies.
As part of Hermitage Wealth Management's team, Will contributes to the success of our distinctive model by directly 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?
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, 63, and 65 FINRA Registrations. He is actively pursuing several professional designation programs to stay abreast of changes and trends in the industry. Outside of the office, Will spends his time with his wife Greylan and dog River, playing squash, and depending on the season, hunting or fishing.