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.
Margaret has been with Access since 1995, and was with its predecessor firm since 1993. In her capacity as Client Support Specialist she handles issues related to establishing and maintaining client relationships.
Margaret has extensive experience in office operations and administering securities related contracting issues. She is responsible for all logistical aspects related to custodial accounts including initial setup, maintenance and troubleshooting.
She has an Associates Degree in Merchandising from Lakeshore Technical College and is a former board member of The Autism Society of the Lakeshore.
Margaret’s responsibilities require a high degree of client contact which highlights her significant strengths in both interpersonal communication and problem solving.
Jared joined Access in January of 2014. In his role as Investment Support Specialist, Jared assists in the development of Asset Allocation and Equity Trading Models. He is also responsible for the research of new investment opportunities and strategies for our clients. .
Jared graduated from the University of Wisconsin – La Crosse in 2009. He holds a B.S. in Finance and an Economics Minor.
He is member of the Junior Achievement satellite board in Manitowoc, and volunteers through Junior Achievement at local schools to foster work-readiness, entrepreneurship and financial literacy skills.
Jared’s analytical skills drive the seamless integration of Financial Planning and Investment Management Solutions for clients of Access.
Atley began his career with Access in October of 2015. In his role as Planning Support Specialist, Atley assists in gathering and managing critical financial planning data for Access clients. He is also responsible for maintaining critical applications and compliance functions for the firm.
Atley graduated from Lawrence University in 2015 with a Bachelor of Science degree in Economics. He holds the Registered Paraplanner RP® designation from the College for Financial Planning.
His approachable demeanor and attention to detail is invaluable as he helps clients build an organized framework for their financial planning.
Atley is currently an assistant coach for the Roncalli High School varsity baseball team.
Stephen joined Access in December 2017. In his role as an Investment Advisor Representative, Stephen is responsible for new business development.
Prior to joining Access, Stephen was an Associate with Insight Investment, a U.K.-based firm principally focused on fixed income and liability-driven investing. He also was an early hire with Amherst Capital, a real-estate focused investment manager. He holds a Series 65 Uniform Securities License.
Stephen graduated from the University of Wisconsin-Madison in 2011 with a double major in English and History. Following his time at the University of Wisconsin, he received a degree in Land Economy from the University of Cambridge, where he also participated in the 2012, 2013, and 2014 Oxford and Cambridge Boat Races, serving as Cambridge University Boat Club’s president for the 2014 campaign.