Will Diaz helps educate families on the importance of responsible financial planning. It is more that just saving for some future goal, it's about understanding why you are saving and being confident in your plan. Will focuses on establishing meaningful relationships with his clients so that they feel comfortable asking questions and participate in the development of their unique plan. In his free time, Will enjoys spending time in the outdoors with his family. He is active in his church and serves as Treasurer for his daughters' school, OLPH.
Will comes from a family of healthcare professionals and worked 12+ years in healthcare management. This background led to two significant observations; First tragedy can happen to anyone at anytime and the people who care for others (Doctors, nurses and other healthcare professionals) often neglect their own plans until it is too late. This is why Will enjoys working with families in healthcare related fields.
Virginia Military Institute: B.A. Literature and Fine Arts, University of Phoenix: Master of Accountancy