As a third-generation investment advisor, Will helps individuals, families, and businesses simplify the complexities of financial decisions. In addition, he works with the retirement plan consulting team to help retirement plan sponsors optimize their retirement plans with fiduciary guidance on investment selection and monitoring, plan design, and employee education and engagement.

Will serves as Treasurer of the Financial Planning Association of South Carolina and is a member of the Board of Directors for Meals on Wheels of Greenville.