Client Service Specialist
Will began his wealth management career in 2021 as an intern with Mercer Advisors. After working with the planners in the Boulder office and seeing the difference he could make in clients lives, he accepted a full time position in July of 2022. Will graduated from the University of Colorado with a Bachelors of Science degree in Business Administration with an emphasis in Personal Financial Planning. A native east-coaster, Will grew up in New York City before moving to New Jersey. Outside of the office, Will enjoys skiing, golfing and supporting the Avalanche and Rockies.