Will Glancy
Financial Advisor
Meet Our World Class Team
There are three things you can expect from my team and I.
- We will always put our client's needs first.
- We will do everything we can to make sure that our clients have an incredible client experience. We make sure our clients have everything they need, they are kept up to date, and that all their questions are answered in a timely manner.
- We will follow-up and follow through. Our team is going to make sure that nothing falls through the cracks at any point.
Will Glancy
Financial Advisor
Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs.
Rachel Harcourt
MBA, RICP®
Investment Operations Assistant
Get to know my dedicated Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
William Gregory Yank
Financial Advisor
Born and raised in the Midwest, our team excels at building trusted, open, and honest relationships with our clients. We strive to create clarity and security around your unique financial situation. I myself am an avid reader, dog lover, and professional speaker. As a cancer survivor, I also support a number of cancer organizations to eradicate cancer for good.
Shane Robert Beaman
Financial Advisor
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long term relationship with a financial professional. My team and I focus on tax efficient wealth accumulation strategies that place our clients and their families in positions of success. Our goal is to create a life by design and not by default for our clients.
Kyle Burton
Financial Advisor
Kyle specializes in working with business owners and founders. He has built and sold several businesses himself, and speaks business owner.