Advisor profile


My approach

"For tomorrow belongs to the people who prepare for it today." ~African Proverb

The team at Blue Cardinal Wealth solutions believes that having the right plan in place is an important element in determining one's financial outcome. We work with successful families and businesses to ensure their goals are identified and measured steps are taken to track their progress toward achieving them. Whether your goals include funding your child's education, leaving a legacy to your heirs and charitable passions, or simply creating a retirement income strategy, our dedicated and experienced group is here to help.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Estate Planning Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7, Series 63, Series 65, Series 31, Series 9/10

Education

  • Bachelor of Science, Political Science, University of North Carolina, Chapel Hill, NC

Interests

Will enjoys spending time with his wife (Cheryl) and children (Wilson and Brower), playing golf and volunteering at local non-profit organizations.

Community participation

  • Serves on the Board of Directors for both Care Ring and The Fletcher School
  • Past President of the Southern Piedmont Adoption Association

Awards & recognition

  • Ameriprise Circle of Success, 2020

Professional associations

  • Lake Norman Chamber of Commerce

Previous experience

  • Financial Advisor, Wachovia Securities, Inc., Charlotte, NC, 1988-2009
  • Financial Advisor, Wells Fargo Advisors, LLC, Charlotte, NC, 2009-2019

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.