An area native, Will grew up in Dover, MA, and captained both the football and track and field teams at the Dover-Sherborn High School. He went on to earn his BA in Economics at Middlebury College and met his wife, Emma, on the track team.
Upon graduation, Will joined Brown Brothers Harriman in Boston for two years before starting at Heritage as a Paraplanner in 2017. In 2019 Will was promoted to Wealth Advisor, where he focused on servicing the financial planning and wealth management needs of high-net-worth clients in partnership with our Wealth Managers. In 2025, Will was promoted again – this time to the role of Wealth Manager. In this role, Will works closely with clients to achieve their financial goals through comprehensive financial planning and investment management. He coordinates with clients’ accountants, attorneys, and other advisors to ensure that all facets of their finances are working in concert with each other. Will is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst®.
Will and Emma live in Needham with their young son, Caleb. When not on family trips to Vermont, the Cape, or the local track, Will enjoys practicing the piano and playing chess in his free time.