Based in Upstate South Carolina, The Sovereign Financial Group of OneAscent was founded in 2017. We're passionate about partnering with people to maximize their time, resources and abilities while making them good stewards. To achieve this, we've developed and refined a financial planning process called The Sovereign Way. Our desire is to walk with clients along this path and help lead them from success to significance.
As President of The Sovereign Financial Group of OneAscent, Will's role is built around financial and life planning. He takes clients through The Sovereign Way planning process, which keys in on legacy and retirement planning. Will also specializes in working with businesses on employee retention strategies and benefits planning. Having attained his Series 65 licensing, Will is currently a candidate for the Certified Financial Planner designation and the Certified Kingdom Advisor designation.
Will is an active member and volunteers on the finance committee at David Street Baptist Church. He is also in Pulse, a Greenville young professionals group, through the Chamber of Commerce.