Retirement is hard. Knowledge is the first step.

Will Meyer

Advisor Assistant

Will recently graduated Summa Cum Laude from Pennsylvania Western University-Clarion. At Clarion, Will studied Business with a focus on Finance and a minor in Data Analytics while also playing golf for the university. During his last two years as a student, he successfully completed two internships with Strategic Path. Additionally, he worked as a caddy at the Pittsburgh Field Club, a position he has held from the age of 15.

His admiration for numbers and money led him to pursue a career in finance and data analytics. Will mentions that his mom has influenced him and helped him choose his career path; he has always admired her field of work and her work ethic. 

Will passed his first securities exam SIE while in college and is now busy studying for his investments license. He plans on moving forward to study to become a Certified Financial Planner in the future.

In his free time, Will enjoys going to the gym, playing golf, and engaging in outdoor activities like hunting and fishing. He also loves to spend time creating new recipes to use with his smoker.

Will’s credentials include:
- Bachelor’s degree in Business from Penn Western University – Clarion
- Graduated Summa Cum Laude
- Honors Program where his senior thesis was titled "Capitalizing on Your Retirement Goals"

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