Will joined TrueWealth Advising Group as a Financial Professional after completing an internship at the firm’s Chicago office. He earned his degree in Economics from DePauw University, where he was a member of the prestigious Management Fellows Honors Business Program and served as Vice President of Marketing for the Interfraternity Council.
With a strong foundation in holistic financial strategies, Will brings experience from internships at both TrueWealth Advising Group and Lakeshore Financial Group. He also contributed to acquisition strategy and financial modeling at Founders Mosaic Partners, further broadening his skill set.
He holds an Indiana Life and Health Insurance License and works closely with individuals and families to create long-term, goal-based strategies tailored to their unique needs, timelines, and risk tolerance. Will is passionate about helping people make informed and confident financial decisions at every stage of life.
A proud native of Crown Point, Indiana, Will is excited to serve the community he calls home. Outside of work, he enjoys golfing, traveling, playing the piano, and spending time with his dog, Copper.
Will is a Registered Representative and Investment Adviser Representative with Equity Services, Inc. He offers securities in Indiana and is insurance licensed in Indiana.