Will serves as a Financial Wellness Coach for HPM Partners’ Retirement Plan Advisory Division as well as the architect behind the HPM Partners’ Financial Wellness Portal.

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 has a BA in Economics from Pepperdine University.