Will brings a diverse set of skills and over twenty five years of professional experience in accounting and finance. He received his Certified Public Accounting license in 1995, earned the Personal Financial Specialist designation from the American Institute of Certified Public Accountants in 2008, and his CERTIFIED FINANCIAL PLANNER™ certification in 2009.
Will's career began in public accounting after graduating from Penn State in 1987 with a Bachelor of Science degree in accounting. He was a corporate accountant prior to entering the financial services field in 2005, joining the Klauenberg Retirement Solutions team in 2008.
An accountant's attention to detail is paramount. Will is in charge of our trading platform, ensuring that all trades are completed in an accurate and timely manner. He also keeps our clients' wealth management data current and accurate as part of our evergreen planning process. With his extensive knowledge of taxes, Will integrates tax planning into our retirement plans and prepares tax returns for many of our clients.
A native of central Pennsylvania, Will has spent most of his career in Maryland and has lived in Severn with his two daughters since 1996. Will is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants. He has served as treasurer of nonprofit organizations, including the Northern Anne Arundel County Chamber of Commerce and AT: LAST, Inc., The Maryland Assistive Technology Cooperative.