Our Team

Upon retiring from surgery, Will jumped at the chance to work with his father as an associate financial professional. Will partners with clients to develop, implement and monitor a holistic financial plan designed for their unique circumstances. He specializes in working with new and established physicians. He currently holds FINRA Series 7 and Series 66 registrations as well as life and insurance license in the State of Arizona. 

Will graduated from Cornell University with degree in mechanical engineering. He worked as an engineer with GE Astro Space in New Jersey for two years, splitting time as a volunteer firefighter. He then moved on to medicine and graduated with an MD from University of Pittsburgh. Will has lived in Phoenix for the last 25 years where he enjoyed a successful career as a general surgeon.

Will and his wife Staci have been together for almost 30 years and raised three lovely daughters. Two are in college at Emory University and Tulane University. The third is a senior in high school. When not spending free time with his wife, will enjoys fly-fishing, astronomy, camping and hiking. Will volunteers part time as a surgeon at St. Vincent de Paul free clinic in Phoenix.