Personal
I am a lifelong resident of Dayton, Ohio. My wife, Tara, and I are both graduates of Springboro High School and currently reside in my hometown of Springboro, Ohio. We have two kids at home, 6 year old Penelope & 4 year old Oliver. We enjoy sports, travel and surrounding themselves with friends and family.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
Willy has partnered with the local ALSF organization, The Dayton Lemon Society, to raise money and awareness of childhood cancer causes, primarily for research into new treatments and cures, and to encourage and empower others, especially children, to get involved and make a difference for children with cancer. ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Springboro Involvement
Willy is the President of the Springboro Optimist Club, an organization focused on bringing out the best in children and their communities. Willy is also an active member in the Springboro Chamber of Commerce's young professional organization, connecting young professionals to build a stronger future.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
I joined Northwestern Mutual in 2011 as a college intern, and became full-time after graduation from Ohio University in 2012.
Education
Degree
Bachelors of Business
Certificate of Financial Planning
Major
Finance
Institution
Ohio University
Ohio University
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
