CA Insurance License #0M22602
EECU Member Investment Services
3212 N. Demaree, Suite A
Visalia, CA 93291
Will is an Investment Representative with EECU Member Investment Services located at Educational Employees Credit Union. He currently has his Series 6 and 63 securities registrations held with LPL Financial, as well as his California Life Insurance Agent license. Will honorably served in the U.S. Army as a Transportation Coordinator and Logistics Supervisor prior to joining EECU Member Investment Services in 2017. Will obtained his Bachelor’s degree from Fresno Pacific University in Business Management. He is currently pursuing a Master’s degree in Business Administration with an emphasis in Finance from Grand Canyon University.
Will’s goal is to build trusted relationships with credit union members while promoting financial education, comprehensive and responsible investing strategies, and long-term goal planning. He would like to assist credit union members by helping them navigate through areas such as retirement savings, college planning, and tax-efficient investing*. He brings a high level of integrity, dedication, and professionalism to each credit union member.
*Investors should consult a tax professional before implementing any tax savings investment as Will is not a Certified Public Accountant or tax advisor.