Will Ellis spent almost nine years in health insurance before realizing a growing passion for helping people with their finances. In 2013, after living and studying in Switzerland for five years, he finally entered the financial services industry. Once there, he quickly earned his CERTIFIED FINANCIAL PLANNER™ designation in order to build on his knowledge and develop expertise for the families he would serve. Will also holds the EA designation, the highest credential awarded by the IRS, and leads our tax planning and preparation services through our sister company, Vision Tax Planning.
Will has a desire to truly understand his client’s goals and values and help them use those values as a filter for guiding clients in making financial decisions. His mission is to use financial planning to remove the emotion and anxiety around finances so clients are free to enjoy the things most important to them, and be ready when retirement finally comes.
Outside the office Will is active in his church and spends as much time as he can with his wife and two daughters, “just doing stuff.” His wife, Keri, says ‘he has enough hobbies for the two of us’, not limited to a huge passion for all things boating and watersports, building and working on cars, projects around the house, cycling, and more.