Wil is Vice President, Manager of Financial Planning and is responsible for overseeing the Financial Planning Group.  As a CERTIFIED FINANCIAL PLANNER® (CFP®), he provides clarity in decision making to high-net-worth families and small businesses through a thoughtful understanding of their needs and aspirations.  Wil has 18 years of experience in the financial industry spanning several disciplines including investment management, retirement and estate planning, tax and trust review, as well as insurance and risk management.  He began his career working at AXA Advisors and Fidelity Investments in New York before joining People’s United Advisors as a Trust Officer in New Hampshire. He joined Cambridge Trust in 2021.

Wil earned his B.A. from Binghamton University in 2007, has been a CFP® since 2015, a Certified Trust & Fiduciary Advisor (CTFA) since 2023, and a Certified Exit Planning Advisor (CEPA) since 2025.  He is also a member of the New Hampshire Estate Planning Council.