Will Koster, CFP®

Through the experience of losing his father as a junior at Myers Park High School, Will has experienced the value and necessity of a solid financial plan firsthand. In his desire to turn a tragic event into a mission to help as many families as possible, Will found his calling to enter the financial services industry. He is the host of the White Coat Wisdom and White Coat Achievement segments on the White Coat Wellness podcast.

Born and raised in Charlotte, NC, Will feels a great amount of responsibility to serve the community where he grew up. Keeping the longstanding family legacy alive, Will graduated from UNC-Chapel Hill with a degree in Management and Society, and is a huge Tarheel fan! Outside of work, Will likes to stay active by lifting weights, playing disc golf and is always up for a new adventure. He has been sky diving 4 times. Will says, “I’m excited to be a part of Spaugh Dameron Tenny because I am passionate about our holistic approach to financial planning.”