Will has over 25 years of experience in the areas of financial planning and asset management
Will is the President of Access and is responsible for compliance, strategic planning, and global asset management decisions for Access, as well as serving clients of the firm.
Prior to forming Access, Will spent 11 years with North Star Resource Group, one of the largest privately held financial planning firms in the country. Before returning to Wisconsin in 1995 he managed the Phoenix Arizona office for the firm. Will also spent 2 years with a New York Stock Exchange firm, The Chicago Corporation, in Chicago Illinois, establishing its financial planning department.
Will earned his Certified Financial Planner designation in 1986, and maintains his designations as a Chartered Financial Consultant and Chartered Life Underwriter. He also holds a Series 65 Uniform Securities License and is an Investment Advisor Representative.
Will graduated from the University of Wisconsin – Madison in 1982 with a Bachelor’s degree in Business Administration.
Will is the past Chair and served on the Board of Directors of Holy Family Memorial Medical Center. He is also the past President and currently serves on the Board of Directors of Progress Lakeshore – the economic development corporation for Manitowoc County. Will is a past President of the Board of Directors of Big Brothers Big Sisters of Manitowoc County.