Will Steih, CPA
As both a Certified Public Accountant (CPA) and a licensed securities professional, with over 20 years of experience in the Financial Services Industry, Will is an advisor focusing on Qualified Retirement Plan Design, Implementation and participant Education. He also works with high net-worth business owners and individuals to coordinate their Wealth Management.
Will’s approach to these services begins with building a strong relationship with his clients by understanding their concerns, liabilities, and knowledge of retirement plans and investing in general. There are many factors to consider when determining what make a retirement plan successful. The end result is to have every participant retiring with adequate savings and education in order to enjoy their retirement.
He is a graduate of the University of Georgia and holds FINRA series 7, 24, 63, and 65 registrations as well as his Life and Health insurance licenses in multiple states. He is a registered representative with Private Client Services, Member FINRA/SPIC.
Will is active in his church and is the Board Treasurer of Discovery Place. He enjoys sports, coaching, mentoring, and spending time with his beautiful wife and family.