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William Davis Executive Assistant

Will joined Personal Financial Consultants, Inc. as the company’s Executive Assistant in July of 2009. He holds an associate’s degree from Liberty University and is currently pursuing a bachelor’s degree from Patten University. He has eight years of experience in administrative/operational support services in multiple industries; including retirement plan administration, education, county government, and non-profit organization.

He is committed to understanding and providing best practices to clients, while providing excellent operations support to the Planning Team. Will’s responsibilities include providing administrative support for the smooth operation of the company, maintaining the client records, and assisting clients in having a fulfilling and rewarding experience every time they contact Personal Financial.

Will and his wife Lindy live in San Pablo. In his spare time, he enjoys spending time with his family, outdoor activities, and reading.