Will is a Principal in the Los Angeles office serving as a Financial Wellness Coach, as well as the architect of the Financial Wellness Portal, a proprietary technology used to service financial wellness clients in the Retirement Plan Services practice.
Will has 15 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.
Will earned his Bachelor of Arts in Economics from Pepperdine University.
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