Advisor Story: Will Koster, CFP®

Transcript:

WILL KOSTER (00:02): The experience of losing my father as a teenager certainly gives me passion and conviction around what I do. I learned that money, family, and grief don't really mix well. My job as a financial planner is bigger than just the numbers. I like being a consistent place for people to turn. I don't want to be just the money guy or the investments guy. I want to look at all aspects of a client's financial plan.