Investment Coordinator for Rodney Nelson & Michael Garner
CUSO Financial Services, L.P.* at UFCU
-The man with the can-do attitude.
It’s not often you find a true people person and detail-ops geek all wrapped up into one. Will pulls off that combo with finesse. An Austin native, Will joined the CFS* Wealth Management team three years into his UFCU career. Beginning in Member Services as a representative, he was able to learn operations and exercise his talent for service. His adaptability, ability to build relationships, and resourcefulness make him perfect for coordinating three books of business.
Today, he is the CFS* Investment Coordinator for CFS* Financial Advisors Michael Garner, and Rodney Nelson. He attended The University of Texas™ where he received his degree in economics.
When not in the office, Will loves connecting with people through social events such as game nights, two-stepping, and cook outs. He also enjoys sailing J/22s and J/88s at Canyon Lake on the weekends.
Get to Know William
If you could meet anyone, living or dead, who would it be?
“Dwayne ‘The Rock’ Johnson.”
What is your favorite quote or saying?
“If you can’t explain it simply, you don’t understand it well enough.” — Albert Einstein
What is the number one item on your bucket list?
“Go to a FIFA World Cup Championship game.”