Will thrives on making a difference for clients, giving them the benefit of his 15 years of experience in financial advisory services. Well-rounded in many aspects of our industry, he has particular skills in financial planning and tax planning. Will also had a substantial career in accounting, serving businesses ranging from small family concerns to large international firms. Holding both a CPA and CFP®, Will graduated from Penn State with a bachelor’s degree in accounting.
Will has served on the boards of four non-profit organizations. A native of central PA, most of Will’s career has been in Maryland. He now lives in Waynesboro, PA and has two grown daughters.
Professional Associations:
American Institute of Certified Public Accountants