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 working towards his CERTIFIED FINANCIAL PLANNERTM certification. When he’s not working with clients, he enjoys playing hockey, running, and watching sports.