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Will Lupfer

Client Service Specialist

Will began his wealth management career in 2022 as a Client Service Specialist in the Boulder office. He graduated from the University of Colorado Boulder with a Bachelor of Arts in Environmental Studies and a minor in Business. Will is passionate about helping clients reach their long-term financial goals and expanding his knowledge in the financial planning industry. He is an Oregon native who enjoys many activities including skiing, golfing, and ice hockey. In his free time, he enjoys traveling and spending time with friends and family.

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