Will specializes in working with individuals, families, and business owners to create full-service asset and liability planning strategies across the balance sheet. As a certified Fundamental Choice Portfolio Manager®, he has met specific standards and qualifications that enable him to utilize a variety of investment vehicles in meeting the needs of each of his clients.

While his primary focus is on building custom investment strategies for both retirement and non-retirement assets, he also provides retirement cash flow planning, as well as debt strategies designed to support clients with unique financing opportunities on large asset purchases.

Will brings nearly two decades of experience to Elkhorn Creek Financial, having worked in the financial services industry since 2003. He is a graduate of the University of Kentucky’s Gatton College of Business and Economics, with an emphasis in Finance.

The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosures document for a full description of our services. The minimum account size for this program is $50,000.