WB

Will Backscheider

Financial Planning Associate at Truepoint Wealth Counsel

As a member of the financial planning team, Will’s primarily role is to support the advisors and specialists with meeting management. After a meeting with a client takes place, Will ensures plans are updated correctly and information from the meeting is captured correctly. Will is currently working to attain his Certified Financial Planner (CFP) designation.

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Timeline

  • Financial Planning Associate

    Current role