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 is a financial planner with Spaugh Dameron Tenny. The experience of losing his father as a teenager helped Will find his calling in financial planning. He has a passion for working with dentists and physicians, helping them navigate their unique wealth creation journeys. In addition, Will has become the in-house expert on student loans after completing the Certified Student Loan Professional® training.