About
Will
Backed by more than 20 years of experience, Will works with entrepreneurs, executives, and ultra-high-net-worth families on investment management, estate planning, tax strategy, and broader wealth planning initiatives. He focuses on delivering integrated, advice-driven planning to sophisticated client families and helping business owners navigate the complexities that accompany wealth creation, liquidity, and long-tern stewardship.
Throughout his career, Will has developed experience across commercial lending, credit underwriting, restructuring, and private wealth advisory, giving him a broad perspective on the financial challenges business owners face. Prior to joining Focus, Will helped launch Cynosure Wealth Advisors and previously served as a Private Wealth Advisor with SVB Private.
Outside the office, Will enjoys spending time with his wife, Jessica, and their two children, Jack and Lucy. He is passionate about lifelong learning, emerging developments in artificial intelligence, fiction writing, billiards, and mentoring young people. He is also active in his local church community and enjoys opportunities to teach, coach, and help others grow personally and professionally.
Education and Professional Milestones
-University of Massachusetts Boston - bachelor’s degree in economics, graduated summa cum laude
-New England College of Business – master’s degree in finance, graduated summa cum laude
Backed by more than 20 years of experience, Will works with entrepreneurs, executives, and ultra-high-net-worth families on investment management, estate planning, tax strategy, and broader wealth planning initiatives. He focuses on delivering integrated, advice-driven planning to sophisticated client families and helping business owners navigate the complexities that accompany wealth creation, liquidity, and long-tern stewardship.
Throughout his career, Will has developed experience across commercial lending, credit underwriting, restructuring, and private wealth advisory, giving him a broad perspective on the financial challenges business owners face. Prior to joining Focus, Will helped launch Cynosure Wealth Advisors and previously served as a Private Wealth Advisor with SVB Private.
Outside the office, Will enjoys spending time with his wife, Jessica, and their two children, Jack and Lucy. He is passionate about lifelong learning, emerging developments in artificial intelligence, fiction writing, billiards, and mentoring young people. He is also active in his local church community and enjoys opportunities to teach, coach, and help others grow personally and professionally.
Education and Professional Milestones
-University of Massachusetts Boston - bachelor’s degree in economics, graduated summa cum laude
-New England College of Business – master’s degree in finance, graduated summa cum laude