Will Schumacher, CFP®

Professional

Will serves as a Wealth Management Advisor for families on Nick Olesen’s team at Kathmere Capital Management.  In his role, Will provides comprehensive financial guidance in a fiduciary capacity, helping clients align their wealth with their long-term goals.  With over eight years of experience in the financial services industry, he brings deep expertise and a client-first mindset to every relationship.

In addition to his advisory work, Will has also taken a leadership role in KCM Growth Partners, Kathmere’s new expansion initiative. He focuses on expanding the firm’s reach to select financial planners and advisors seeking the benefits of the RIA model, growth opportunities, and strategic guidance on managing or transitioning their practice.

Will is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor of Science in Finance from Clemson University.  Prior to joining Kathmere, Will spent four years at Vanguard as a personal investment professional and retirement specialist serving high-net-worth families.

Personal

Will resides in Philadelphia with his wife, Katie, and their dog Palmer.  Outside the office, Will enjoys attending sporting events, golfing, and vacationing with his family at their home in Port Austin, Michigan.