Will joined Summitry as a Financial Advisor Assistant. He works to best serve our clients by providing advisory support, client service, and financial planning support.
Prior to joining Summitry, Will worked as an Associate Wealth Advisor for an RIA in San Jose, providing both client-facing and operational support. Will is launching his career after having a unique set of experiences across multiple financial disciplines including working as an analyst for a venture capital firm in Milan, Italy. Will is prepared to problem-solve and create value for any client in a diverse set of situations.
Will was born in St. Louis, but after moving to the Bay Area to attend college he has grown to love all the spectacular views and opportunities it has to offer, whether it is surfing in Santa Cruz, snowboarding in Tahoe, or riding motorcycles with his brother down Highway 1. Will also enjoys playing basketball, dirt biking, and traveling with his friends and family.