Experience and Education

Will provides clients with personalized wealth solutions, including investment portfolio management, retirement income planning and estate planning, to help them reach their goals.

Prior to joining Mariner, Will was founder and financial advisor at Aviara Wealth. Before that, he was an account director with Secfi and, earlier, senior director of sales with OpenInvest.

Will has a bachelor’s degree in business management from Brigham Young University-Idaho.

Personal Interests

Away from the office, Will enjoys hiking, camping, snowboarding and surfing. He is a fan of the Los Angeles Chargers and the San Diego Padres.