Will Sullivan is passionate about the planning process and how advisors help clients make meaningful progress toward their retirement goals. He enjoys assisting advisors develop personalized strategies designed to help clients pursue long-term financial success by providing the guidance and reassurance they need to maintain their financial independence throughout retirement.
Will earned his degree in Finance from the University of Wisconsin–La Crosse. He holds the SIE, Series 7, and Series 66 licenses. Following his graduation in 2023, Will spent three years as a Registered Financial Associate at Stifel in La Crosse, Wisconsin, before joining TMS in June 2026.
Outside of work, Will enjoys spending time with his wife, Erin, hiking, and exploring new National Parks. He also enjoys golfing, cooking, and cheering on Wisconsin sports teams.