Will began his investment industry career in 2016 with Stifel, working at the firm’s home office in St. Louis, Missouri, for nearly three years. He then moved to Atlanta, Georgia, to pursue a career in Corporate and Investment Banking with SunTrust Securities before transitioning to Optimus Financial.
Will earned a B.S. in Sports Management from Fontbonne University and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). In addition, Will earned the CERTIFIED FINANCIAL PLANNER® certification in 2025, which identifies those individuals who have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. He draws on this knowledge to help his clients navigate the wealth planning process, listening to their goals and developing a highly customized plan tailored to their desired financial future and lifestyle.
Active in his community, Will is a parishioner at St. Peter Chanel Catholic Church, where he is also a member of the Knights of Columbus Council #13217. He uses some of his free time coaching his daughters in sports and has volunteered at GiGi’s Playhouse, an organization that tries to impact the lives of individuals living with Down Syndrome. Will married his wife, Arielle, in 2019. They live in Atlanta with their three daughters, Emersyn, Wynsley, and Millie. Outside the office, Will enjoys golfing, traveling, cooking, trying new restaurants, exercising, and spending time with his family.