A native of upstate South Carolina, Will is a graduate of Clemson University, earning Magna Cum Laude with a B.S. in Business Management. He worked as a financial advisor with an independent registered investment advisory firm before coming together with co-founder Mike Kuckel to build The Sovereign Financial Group of OneAscent.
As President of The Sovereign Financial Group at OneAscent, Will’s role is built around financial and life planning for each client. He takes clients through The Sovereign Way planning process, which keys in on legacy and retirement planning. Will also specializes in working with businesses on employee retention strategies and benefits planning. Having attained his Series 65 licensing, Will is currently a candidate for the Certified Financial Planner designation and the Certified Kingdom Advisor designation.
Outside of work, one of Will’s passions is interviewing veterans as part of the Library of Congress’ Veterans History Project. With over 25 interviews of World War II veterans, Will strives to preserve stories from the “Greatest Generation” before they are all gone. Along with an interest in preserving veteran’s stories, Will has a large collection of World War II artifacts and travels across Europe researching the war.
Will is an active member and volunteers on the finance committee of David Street Baptist Church. He is also active in Pulse, a Greenville young professionals group, through the Chamber of Commerce.