Will’s journey into financial services began in 1994 after graduating from the University of Georgia’s Tull School of Accounting. He started his career with a regional accounting firm in Atlanta, GA, diving into the complexities of tax laws and financial regulations. In just two years, he earned his CPA license and discovered a crucial truth: it’s not about how much you earn—it’s about how much you keep after taxes.

After spending a year as the corporate controller for a former audit client, Will realized the significant gap between a person’s tax preparer and their financial advisor. This disconnect often led to avoidable financial issues, and he saw an opportunity to bridge the two fields. He deepened his expertise in income, gift, and estate taxation, as well as qualified plans and charitable giving—his favorite area due to its connection with investments.

These experiences ultimately led Will to create the Tax Tamer Method, a four-step process designed to streamline financial planning and align hard-earned wealth with personal financial priorities. His mission is to simplify complex financial situations, helping individuals keep more of what they earn and focus on what truly matters for their future.