“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.”
As a member of the financial planning team, Will’s primarily role is to support the advisors and specialists with meeting management. After a meeting with a client takes place, Will ensures plans are updated correctly and information from the meeting is captured correctly. Will is currently working to attain his CERTIFIED FINANCIAL PLANNER™ (CFP) designation.
Will’s interests outside of work are varied—hiking, camping skiing, pickleball, spikeball, running, and skateboarding with his wife. When he finally sits down, he enjoys reading, playing the guitar, spending time with his family, and watching the Buckeyes! And ideally, he gets to do this while sitting around a campire.
Specialties: financial planning