Will Koster, CFP®

Financial Planner & the Prosperous Doc Podcaster

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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. 

 

 

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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.”