Client and Corporate Services

Biography

Will is a Principal in the Los Angeles office serving as Lead Developer. He is responsible for technology development and systems integration across the Cerity Partners platform as well as the architect of the Financial Wellness Portal, a proprietary platform used to service financial wellness clients in the Retirement Plan Services practice.

Will has 19 years of experience in the financial services industry including thirteen years spent overseeing all financial operations for Pension Architects as the Director of Finance. He also founded a financial wellness startup that helped retirement plan participants make progress towards their financial goals.

 

Education

  • B.A. in Economics from Pepperdine University

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.