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.

About The Author

Will Koster, CFP®

Will Koster, CFP®

Will Koster, CFP®, is a financial advisor at Spaugh Dameron Tenny, where he helps high-net-worth professionals develop personalized, long-term financial strategies. Motivated by personal experience and a passion for meaningful planning, Will specializes in providing comprehensive financial guidance. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Student Loan Professional® designations, along with Series 7 and 66 licenses. Committed to building lasting relationships, Will works closely with clients to align their finances with their values, enabling them to focus on what truly matters.