William is a 2020 graduate of the Financial Planning program at Virginia Tech. He joined Wealthway Financial Advisors in June 2020 as an Associate Financial Advisor. As an integral part of client meetings, he helps prepare financial plans, organize follow-up actions, and implement planning recommendations. He contributes to our ongoing research on planning strategies, helpful resources, techniques, and processes as we continue to enhance our client service offerings. He intends to sit for the CFP exam in November 2020. He will earn the CFP mark upon passing the test and fulfilling the three-year experience requirement.
William is from Bristow, Virginia, about 45 minutes outside of D.C. Growing up, he stayed busy playing football, soccer, and running track. When not at work, you will most likely find him watching sports, enjoying the outdoors, or playing with his puppy, Apollo.
William serves as a valuable point of contact for clients and is looking forward to building rich, long-term relationships as a part of the Wealthway team.
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