Will has two significant passions in his life: people and puzzles. He recognized early on that a firm understanding of personal finance is pivotal to a fulfilling life and finds that our current system does not adequately educate and support people to be successful. Will hopes to be a beacon in this space and integrate each clients story, goals, hopes and dreams, with the puzzle of an ever increasingly complicated financial puzzle, to bring each client unique and specialized solutions to meet their financial needs.
In partnering with Synergy Wealth Solutions, Will believes that it is important to help his clients protect against the unexpected, the things that could go wrong in our lives, in order to afford us the luxury of investing in the things we want to go right. This offensive and defensive strategy provides a holistic client solution which is aimed to keep his clients on track through great times and difficult times.
When not working with his clients, you can find Will spending time with his growing family. Will’s wife, Emily, is his rock. His son, Finley, is his purpose. HHH is pupper, Shadow, keeps him young. Will enjoys the outdoors including golf, soccer, hiking, and camping. You will also find Will continually expanding his understanding of the world through ongoing education, reading, and learning about other cultures through travel.
Will would be honored to learn your story, and encourages you to set up an introduction with him to discuss your personal goals, dreams, and aspirations: www.calendly.com/wdifani