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Will Michener

Will Michener

Junior Wealth Management Planner

Will Michener is a recent graduate of Valparaiso University in Indiana. Will received a Bachelor of Finance degree. He initially joined the W&A team in January of 2021 as an intern and, after a few short weeks, Will transitioned into a full-time role of Junior Wealth Management Planner. He has begun his Series 65 study program and will eventually begin working towards his Certified Financial Planning (CFP) credentials.

During his internship, Will worked as our Director of First Impressions at the front desk while also working with every team member to learn the intricacies of the firm’s daily operations. As he transitions into his full-time position, he will be working closely with Cindy Alvarez and Eleni Yeros to help foster relationships with both current and new clients. He will be responsible for designing financial plans, updating existing plans, assisting with onboarding processes, creating portfolio allocations, and will continue being a team player in assisting others where it is needed. Will is looking forward to building new relationships with clients and bestowing confidence through financial planning. 

Will ran on both cross country and track teams at Valparaiso University. He participated in the 8K for cross country, the 1500M Run, and the 3000M Steeplechase in track. During his free time, Will loves to ski, enjoy the outdoors, watch sports with his friends, discover new music, and is always looking for a great spot to grab a bite to eat. 

 

Education:

Valparaiso University – Bachelor of Finance