William Caton

William Caton

Financial Planner

Will is a financial planner at the firm specializing in portfolio management, cash-flow analysis, and retirement planning. He holds a bachelor’s degree in economics from Michigan State University and brings years of experience in the wealth management industry.

Committed to continued professional growth, Will is currently pursuing his CFP® designation. When he’s not working with clients, he enjoys playing hockey, running, and watching sports.