Our Team
Will Thorman, CFP®
Financial Planning Analyst
As a Financial Planning Analyst, Will reviews and updates clients’ financial plans, assists in the preparation of client meetings, and contributes to other projects within the Planning Department.
With professional experience at established firms such as Charles Schwab and Uber, Will knows what truly drives conversations and enjoys the human touch aspect of personal financial planning. His experience in private equity and alternative investments makes him well-suited for sophisticated clients.
Will holds a Bachelor of Science in Agriculture Economics from Texas A&M University and the Certified Financial Planner® designation.
On a Personal Note
Will lives in Dallas, Texas with his wife, Kristen, and their son, Ted. In his free time, he enjoys family walks, grilling out, and pulling for the Fightin’ Texas Aggies.
Favorites
TV show: The Late Late Show with James Corden
Movie: Wedding Crashers
Band: Brooks & Dunn
Sport: Golf
Pro sports teams: Texas A&M Aggies
Card Game: Casino
Charity: Texas Independence Relay
Holiday: Christmas
Place to visit: Colorado
Dessert: Key lime pie
Candy: Starburst
Quote: "Growth is never by mere chance; it is the result of forces working together" - James Cash Penney