William Barker

Will is a retirement plan advisor based in southwest Wyoming, serving both corporate and individual clients in the areas of retirement plans, wealth management, and executive benefits. Will brings a combination of expertise, integrity, and personalized service to help his clients navigate the complex world of retirement plans. He holds several industry designations and licenses, including the Series 7, 66, 24, Life Insurance, and Health Insurance licenses, and is a recognized Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®).

Will’s educational foundation was laid at the Marriott School of Business at Brigham Young University, where he graduated in 2017. His academic experience in business and finance provided him with a strong framework for understanding the complexities of financial planning and investment management. Building on this foundation, he has honed his expertise in corporate retirement plans, private wealth management, and employee benefits. Will is committed to providing comprehensive solutions tailored to meet the unique needs of each client, whether that’s a company looking to enhance its retirement plan offerings or an individual seeking to optimize their personal financial strategy.

In his corporate retirement plan practice, Will specializes in working with businesses to design, implement, and manage retirement plans that meet the needs of both employers and employees. His expertise in retirement plan compliance, investment selection, and plan design helps companies offer their employees meaningful and secure retirement benefits. As a CPFA, William is particularly adept at helping fiduciaries understand their responsibilities and ensuring that retirement plans are managed in a way that serves the best interests of plan participants.

For individual clients, Will offers a full suite of wealth management services, including investment management, retirement planning, and risk management. He takes a holistic approach to private wealth management, carefully assessing each client's goals, risk tolerance, and time horizon to craft a customized financial plan. William’s commitment to putting his clients’ needs ahead of his own means that he works to help them achieve their financial objectives, whether that involves growing their wealth, preserving assets, or preparing for retirement.

Will’s dedication to his clients is matched by his personal values. Outside of work, he enjoys spending time with his wife and kids outdoors in southwest Wyoming, pursuing hobbies such as fly fishing, golf, and enjoying the family ranch. These personal experiences contribute to his well-rounded perspective and understanding of his clients’ diverse financial needs.