Will began his investment industry career in 1994 and joined Stifel in 2023.  Prior to joining Stifel, Will worked at Merrill Lynch.  He believes in focusing on getting to know his clients on a personal level to get an overall picture of their needs and goals.  Will deeply values top-tier, hands-on client service.  Drawing on the specialized knowledge gained from obtaining the Chartered Retirement Planning Counselor^TM designation, one of Will’s primary focuses is helping his clients plan for retirement.  He assists clients in understanding where they are today, what will be required for retirement, and what they’ll need to do between now and then.  He not only looks at his clients’ savings and investments, but also Social Security, long-term care expenses, cost of living, and Medicare. 

Will earned a Bachelor in Business Administration from Sam Houston University and is still active in the Sigma Chi fraternity.  He holds Series 6, 7, 31, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).