Will Thorman is a Client Service Associate who works closely with clients to stay on track of their evolving financial plans. 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 make him well-suited for sophisticated clients.

Will holds a Bachelor of Science in Agriculture Economics from Texas A&M University and is currently pursuing his Certified Financial Planner® designation.