Having spent over 38 years in the financial services business while transitioning through many life stages, Will brings a depth of professional and personal experience which has enriched his perspective when working with clients from any age group.
Will began his career after graduating from Kent State University in 1980. He joined Ramsburg Insurance Agency in 1984 to launch their Benefits and Financial Services Division. He earned his Certified Financial Planner® (CFP) professional designation in 1991, is Series 6 licensed and is an Investment Advisor representative which allows him to provide a wide variety of financial services.
Over the past 10 years ,Will has been focusing on the needs of baby boomers who are close to - or already in retirement, offering personalized financial solutions and most recently, resources from the National Wellness Institute. Their " Six Dimensions of Wellness" model is designed to address the importance of taking care of one’s Physical, Social, Intellectual, Spiritual, Emotional and Financial/Occupational health.
Will has been active in many industry organizations. He served as an instructor and member of the Akron Association of Insurance and Investment Advisors and has conducted various seminars on financial planning topics for local universities and institutions. Currently, Will is a member of The Financial Services Institute and the National Wellness Institute (www.nationalwellness.org) and is a Financial Wellness Facilitator.
Will is dedicated to his family and community. He has served as past president of the Hartville Jaycees, has taught Junior Achievement at Lake Local Schools and coached kids for many years through the Lake Youth Sports Program. He still encourages young athletes to pursue their dreams through a motivational talk based on his short story, "Digging for Gold." He is also part of a group of men called Gamechangers who work with the Joe Gibbs organization to bring "Gameplan for Life" to the Pro Football Hall of Fame each year during Hall of Fame week.
Married to his college sweetheart Kim, they have two adult children and an awesome Grandson. Will has many interests including trout fishing, reading, photographing nature, writing and canning peppers.
Securities offered through SA Stone Wealth Management Inc. Member FINRA/SIPC. Advisory Services offered through SA Stone Investment Advisors.