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 is ecstatic to begin training up Austin as his successor in the Client Support Specialist role and is also looking forward to his own “bootcamp,” as he prepares to switch to the Associate Financial Planner role.
Will had a great time attending his first FPA NorCal conference in May (so much learning!), and he is looking forward to his first Far West Round Up conference later this year. He is also excited to reconnect with the whole team in person again at the annual YeskeBuie retreat in July!
Outside of work, Will and his family recently enjoyed visiting Indiana University to attend his younger brother’s college graduation (although, the campus was no match for Virginia Tech). Will is still loving Arlington, Virginia, and some of his favorite activities include going to the gym (its officially cut season), playing basketball, and working on his golf game.