Will began his financial services career over a decade ago with JP Morgan Chase and moving onto Morgan Stanley before joining Tax & Financial Group. He attended the University of California, San Diego.

Will brings extensive industry, product and market knowledge to the wealth management process. He focuses on working with individuals, families, and business owners with asset management, retirement planning, risk management, business succession or exit strategies, cash and debt management, concentrated stock management, and business/corporate retirement plans.

Will currently serves on the Board for the San Diego Korean American Coalition and volunteers with several other non-profit organizations in San Diego.

Will is an avid angler, and also enjoys golfing, hiking, and basketball.