A look into any success story often reveals a great deal of teamwork. Two years into my career as a CPA, I was approached to do some accounting and tax work for a highly successful insurance firm that provided executive benefit planning for public and private companies. Over time, the business owner and I developed a close working relationship that opened my eyes to an array of opportunities, including joining Northwestern Mutual. Years later, this insurance executive, turned mentor and friend, left an indelible mark on my life, encouraging me to pursue a career in financial advising and insurance. I am forever grateful for his ability to envision a clear path for me and his willingness to invest in my future.

Relationship-building is the cornerstone of my practice, and I am fortunate to partner with individuals and businesses in achieving their financial aspirations. I believe in developing interpersonal trust through dependability and transparency. When it comes to conversations around something as personal and foundational as financial health, approachability, integrity, and sincerity are paramount. I ensure each of my clients is equipped with a sense of clarity and confidence around the financial plan that we build together to help them spend life living.

With a dual background in accounting and insurance at both the individual and corporate level, I offer my clients a holistic perspective on optimizing their financial health today and in the future. My technical expertise, depth of experience, and diligent attention to detail have earned me national recognition and referral. Through it all, I have my hardworking team, amazing clients, professional partnerships, and devoted family to thank.

Though I was born near Pittsburgh, Virginia is my true home. I graduated from Virginia Tech and still enjoy supporting my alma mater at athletic events throughout the year. In my free time, you can find me enjoying a round of golf, attending sporting events, collecting trading cards, and spending time with my family and friends.  My wife Doreene and I are the proud parents of 3 adult children, John, Lauren and Allison.

If you're looking for a partner in financial planning and would like to schedule a consultation, reach out to me directly.

Will began his career in Washington, D.C., where he worked for a top management consulting firm and assisted financial institutions with their valuation modeling and portfolio risk management. After about two years he realized that his goals and values were better aligned with a different type of client service, which ultimately led him to make a pivotal change and pursue a career as a Financial Advisor. Will made this lifelong and lifechanging decision as a way to combine his interest and knowledge in financial planning with his passion for creating meaningful relationships and positively impacting others.

His approach is founded on honesty and transparency with a common goal of helping people simplify their complex financial lives so they can live securely. He and the team at Opticity Wealth Partners collaborate with clients and provide customized solutions designed to mitigate the impact of tax and optimize the wealth building picture. He also works to ensure his clients stay on the right path and are prepared to adjust to life’s uncertainties so they can spend less time worrying and more time living.

Will is a Richmond native and currently lives in Henrico with his amazing wife, Lauren, and their son, Cole. He is a graduate of James Madison University, a dedicated college football fan, and lifelong supporter of the Baltimore Orioles. Outside of work, Will enjoys staying active in any way possible, whether it be attending a game, finding an excuse for a weekend trip, golfing, or driving around town looking for unique bourbon to add to his collection.