Will serves as President of DHG Wealth Advisors setting the direction of our firm while fiercely protecting our unique culture. He works closely with Senior Leadership of DHG to combine the strengths of the CPA firm along with those of our DHGWA Advisors, Planners and Administrative Professionals to deliver integrated wealth and tax planning to our clients.
As a 35-year veteran of the investment industry, Will approaches his work with individuals and families with an eye towards providing Strategic Life Planning that takes a big picture, holistic view of a client’s personal situation combined with our highly scientific investment philosophy. To better serve the needs of Corporations and Small Businesses, Will helped develop our DHGWA Retirement Plan Services team that manages and oversees Corporate Retirement Plans. Through his leadership, DHG and DHGWA expanded this offering to include Executive Advisory Services where we offer in-depth advice on complex issues for business owners and their key executives.
Additionally, Will is a member of the DHG Wealth Advisors Investment Policy Committee.
Will graduated from the School of Business at East Carolina University and holds the Chartered Retirement Planning Counselor® designation through the College of Financial Planning.