Will Schumacher, CFP®

Professional

Will is a Wealth Management Advisor who joined Kathmere in January of 2022.  In his role, Will works with Nicholas Olesen and his clients to ensure they are positioned for financial success.  Will has worked in the financial services industry for five years and uses his expertise to build and maintain client relationships.

Prior to joining Kathmere, Will began his career at Vanguard in Charlotte, NC, where he handled day-to-day account services for individual investors.  He then transitioned to being a retirement specialist administering small business plans and IRAs for high-net-worth clients.

Will graduated from Clemson University with a B.S. in Finance and currently holds the Certified Financial Planner (CFP^®) Designation.

Personal

A native of Chesterfield, SC, Will now resides in Philadelphia with his wife, Katie, and their dog Palmer.  He enjoys golfing, playing guitar, and spending time with family and friends.  During the summer, you can find him vacationing at his family’s home in Port Austin, MI.