LinkedIn // Email Will // 801-369-6351
Will is a survivor of the Columbine High School massacre. This early experience in life taught Will to appreciate the things that matter most. For him those things include simple hang out time with friends and family, his relationship with God, service to others, and being grateful. Will and his wife Julie Anne met while in a humanities class at BYU, were married in 2005, and have 4 children. They are the source of his greatest joys and his greatest stresses. While life has its ups and downs, all of those experiences help him to appreciate and enjoy the best parts of life. His favorite things to do that don’t cost money are watching his kids play basketball, playing Rummikub as a family, and having home movie nights. Joy is found in the simple things.
Will studied finance at Brigham Young University and graduated in 2007. He began his career as a financial intern and has worked since to build a successful financial advisory practice.He focused early on by developing himself through education and earned several financial planning designations including the CERTIFIED FINANCIAL PLANNER™. Helping clients save more money and get a better return on their savings is very fulfilling to Will. He loves to see his clients make core memories with their families because of the planning and investing they have done. Will enjoys being able to talk with his clients about their families, their struggles, and what helps them to be satisfied in life. His clients are his friends and their success in life is very important to Will.
The statement above is a testimonial by a client of the financial professional as of 06/11/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
