“Truepoint is an excellent place to learn from others and fine-tune the direction I would like my career to progress. I was attracted to the genuineness of the team and the culture of Truepoint. It is a great team atmosphere, and everyone truly has a desire to serve others.”
Will’s Story
As a member of the financial planning team, Will’s primarily role is to build and present financial plans, working with advisors and planners to implement recommendations to clients.
Personally, he enjoys spending time with his wife, Madison, and their two children, Peter and Annie. They love to adventure in the outdoors and all of the activities that come with that.
Specialties: education planning, holistic financial planning, multi-generational wealth planning, retirement planning