Will has been in the financial planning and investment management fields since 1982.
Prior to forming Access, Will spent 11 years with North Star Resource Group, one of the largest privately held financial planning firms in the country. Before returning to Wisconsin in 1995 he managed the Phoenix Arizona office for the firm. Will also spent 2 years with a New York Stock Exchange firm, The Chicago Corporation, in Chicago Illinois, establishing its financial planning department.
Will earned his Certified Financial Planner designation in 1986, and maintains his designations as a Chartered Financial Consultant and Chartered Life Underwriter. He also holds a Series 65 Uniform Securities License and is an Investment Advisor Representative.
Will graduated from the University of Wisconsin – Madison in 1982 with a Bachelor’s degree in Business Administration.
Will is the past Chair and served on the Board of Directors of Holy Family Memorial Medical Center. He is also the past President of the Board of Directors of Progress Lakeshore, the economic development corporation for Manitowoc County. Will is a past President of the Board of Directors of Big Brothers Big Sisters of Manitowoc County. He currently serves on the Board of Directors for The Franciscan Sisters of Christian Charity Sponsored Ministries.
Margaret has been with Access since 1995, and was with its predecessor firm since 1993. In her capacity as Client Support Specialist she handles issues related to establishing and maintaining client relationships.
Margaret has extensive experience in office operations and administering securities related contracting issues. She is responsible for all logistical aspects related to custodial accounts including initial setup, maintenance and troubleshooting.
She has an Associates Degree in Merchandising from Lakeshore Technical College and is a former board member of The Autism Society of the Lakeshore.
Margaret’s responsibilities require a high degree of client contact which highlights her significant strengths in both interpersonal communication and problem solving.
Jared joined Access in January of 2014. In his role as Investment Support Specialist, Jared assists in the development of Asset Allocation and Equity Trading Models. He is also responsible for the research and implementation of investment opportunities and strategies for our clients. Jared’s analytical skills drive the seamless integration of Financial Planning and Investment Management Solutions for clients of Access.
Prior to joining Access, Jared was a Director of Investments and Portfolio Manager with BMO Harris. He was also an Associate at Associated Trust Company. Jared holds a Series 65 Uniform Securities License and is an Investment Advisor Representative.
Jared graduated from the University of Wisconsin – La Crosse in 2009. He holds a B.S. in Finance and an Economics Minor.
He currently serves on the Board of Directors at Shipbuilders Credit Union and Junior Achievement – Manitowoc. Jared also volunteers through Junior Achievement at local schools to foster work-readiness, entrepreneurship and financial literacy skills.
Atley began his career with Access in October of 2015. In his role as Financial Planning Support Specialist, Atley assists in gathering and managing critical financial planning data for Access clients. He is also responsible for maintaining critical applications and compliance functions for the firm.
Atley graduated from Lawrence University in 2015 with a Bachelor of Science degree in Economics. He holds the Financial Paraplanner Qualified Professional (FPQP®) designation from the College for Financial Planning. He also completed the Uniform Investment Adviser Law Examination #65 and is an Investment Advisor Representative.
His approachable demeanor and attention to detail is invaluable as he helps clients build an organized framework for their financial planning needs and goals.
Stephen joined Access in December 2017. In his role as an Investment Advisor Representative, Stephen is responsible for new business development.
Prior to joining Access, Stephen was an Associate with Insight Investment, a U.K.-based firm principally focused on fixed income and liability-driven investing. He also was an early hire with Amherst Capital, a real-estate focused investment manager. He holds a Series 65 Uniform Securities License.
Stephen graduated from the University of Wisconsin-Madison in 2011 with a double major in English and History. Following his time at the University of Wisconsin, he received a degree in Land Economy from the University of Cambridge, where he also participated in the 2012, 2013, and 2014 Oxford and Cambridge Boat Races, serving as Cambridge University Boat Club’s president for the 2014 campaign.