As a client, you may not have many face-to-face meetings with Will, but he’s working for you, nonetheless. Like all of the team, his priority is your financial future and finding the best solutions to preserve and build your wealth. The 6 Meridian team depends on him to conduct the research and analysis necessary to offer recommendations for investment strategies.
Will’s financial industry background is solid and includes a master’s degree in finance and the completion of all three levels of the CFA exam. Add to that a team player with a great attitude, and you can see why he’s a perfect fit.
The last few years have been busy to say the least, with getting married to his wife, Allison, completing his education, moving twice (from his home city of St. Louis to Rochester to Wichita), and having kids (two boys, Joel and Colin). But for a guy like Will, he wouldn’t have it any other way.
When he’s not at work or being Super Dad, Will enjoys bike riding and thinking about where in the world he’d like to travel to next. That is, unless a Cardinals game is on.