Day to Day
Will specializes in financial advisor placement within the wirehouse, independent, RIA, and bank based wealth management channels. He works directly with management and candidates, acting as a liaison between the two, to optimize success for the financial advisor, their clients, and the hiring firm. He guarantees professionalism, efficiency, and discretion throughout the process as he understands the challenges associated with a career transition.
Before joining Willis Consulting in 2009, Will spent over 20 years working within the California real estate market and financial services industry. Will graduated from the University of California at Irvine with a B.S. in Economics and Political Science.
Will was born and raised in Southern California and was blessed with parents who loved to travel. With Mom being a travel agent, he was fortunate to essentially travel the world growing up and to this day he still carries the passion to explore and visit new places as often as possible. Will currently resides in the South Bay of Los Angeles with his wife Amy and their puppy Halo and cat Killer; they are soon to be empty nesters as her son Nathan is off on his new adventure to the University of Wisconsin…go Badgers!!!