Will coordinates and is responsible for Crestone’s pooled vehicle financials and tax reporting, client tax reporting, and operational accounting.
Before joining Crestone in 2015, Will worked at Stone Pine Accounting Services as a manager and preparer of private equity fund financials, tax, and investor relations. Prior to that, he was the Assistant Controller at Boulder Outlook Hotel and Suites, in charge of all operational accounting and audit work.
Will received his Bachelor of Science in Business Administration with a dual emphasis in finance and accounting from the University of Colorado at Boulder. He is a Certified Public Accountant (CPA) and a licensed real estate agent. As a realtor, Will is on the Fortera Realty Board.
On a professional level, what are your biggest accomplishments?
I have been a licensed real estate agent for 6+ years, own a small residential real estate brokerage firm out of Erie, and I am a Certified Public Accountant working as the Assistant Controller for an amazing wealth management firm.
What do you love to do outside of work?
I am a complete sports fanatic. Golf, football, basketball, softball, wake-boarding, and every other sport are the best pastimes for me. On the weekends, as a scratch golfer, you will typically find me on the golf course if I'm not trying to flip an investment property.
What made you decide to pursue a career in wealth management?
I am passionate about helping people. With my accounting focused brain, helping people create wealth out of nothing and continuing to aid growth exhilarates me. What could possibly be a better career for me than wealth management?