CLIENT SUPPORT SPECIALIST
Will Tracy holds a Bachelor of Science in Finance from Virginia Tech’s CFP® Certification Education track, a CFP Board Registered Program. He graduated Cum Laude in May 2023 and is a strong advocate of the program. Will passed his CFP® exam in July 2024 and earned the CFP® certification in March 2026.
Throughout his undergrad, Will worked at two separate internships at financial planning firms, furthering his learning of the profession. The summer leading into his senior year during his internship in Northern Virginia, Will had the opportunity to help in the creation of several financial plans. In doing this, he learned important principles and nuances that go into the financial planning process. During his winter internship in New Jersey, Will had the chance to work for a newly established company. With this experience, he was able to witness first-hand, and participate in, the hard work it takes to start a firm. Doing this not only gave Will a unique experience, but taught him an early lesson in the benefits of dedication and purpose.
From his education from Virginia Tech’s program and his internship experiences, Will became fully focused on fee-only financial planning. The ability to make quality, trusting, and lasting relationships while performing meaningful work is what led to his passion for financial planning.
In his free time, Will enjoys playing golf and basketball. He started rooting for the Boston Celtics simply because his dad did and now, they hold a major place in his heart. He also enjoys taking trips with his family and friends and had a great time at Lake Placid in winter 2022.
Client Focus: Will believes that clear communication is fundamental for a great relationship. As a Client Support Specialist, he is excited for the opportunity to work with an amazing team and help Clients achieve their Live Big goals.
Current Update: Will has embraced his growth in his role as a Client Support Specialist at YeskeBuie over the past few months and is excited to continue taking on new responsibilities as he approaches his three-year anniversary this summer. While the new year always brings a busier pace, Will is enjoying the challenge and appreciates the opportunity to work (even more) closely with the West Coast team.
He also enjoyed spending time with the West Coast team in person during the YeskeBuie trip to Arizona this past month. His favorite memories include playing (and losing) dozens of billiards games and beating Tim and Rustin in a round of golf. He is excited to reconnect with everyone in person again at the annual YeskeBuie retreat in July!
Outside of work, Will is loving his new apartment in Arlington, Virginia. Some of his favorite activities include going to the gym (it’s bulking season) and playing basketball with his friends as the weather begins to break. He is also looking forward to traveling to Indiana University in May to attend his brother’s college graduation with the rest of his family.