Will is a member of the Firm’s Pension Department. His focus is on retirement planning and compliance. Additionally, he assists with individual tax planning and preparation.
Will began his career with Davie Kaplan in 2015 and brings several years of experience in administering 401(k), 403(b) and 457(b) plans to the Firm.
- B.S. Business Administration, The State University of New York at Oswego
- NYS Notary Public
Outside of work, Will enjoys spending time with his daughter, repairing his 1800s farmhouse and crafting a batch of home brew beer.