Will is an innovative and results-oriented financial advisor providing comprehensive financial planning services to individuals, small businesses, and institutions. Throughout his career, Will has continued his development as an advisor, acquiring specialized knowledge in areas including: investment management, education planning, retirement planning, risk management, and estate planning.
Known for his ability to develop financial plans tailored to each individual client, Will consistently delivers results through his ability to recognize need, and persistence in finding creative solutions to fulfill each need.
Will joined The Karras Company in October 2015, excited to find a firm that shares his high standards for integrity and service, and his passion for putting clients first. Previously, Will served as Financial Planning Manager at Allegheny Financial Group, an SEC-registered investment advisory firm located in Pittsburgh, PA providing advice on more than $3.6 billion in assets. In this role, Will oversaw the comprehensive financial planning for the group’s high net worth clientele.
Will graduated from Utah State University, double majoring in Finance and Economics, and then proceeded to earn the CERTIFIED FINANCIAL PLANNER™ certification. In addition to being a CFP® practitioner, Will also holds Series 7 and 66 securities licenses.
Will resides in Fruit Heights with his wife, Amanda, and son, Charlie. Away from the office, Will serves as a volunteer working with the youth in his church, and his hobbies include snowboarding, camping, golfing, and holding season tickets to USU Aggie football and Real Salt Lake soccer.