Meet Will
Will Michener’s journey in wealth management is deeply rooted in the lessons of discipline and perseverance he’s learned as a lifelong competitive cross-country runner. At Carson Wealth, these principles guide his approach to helping clients achieve their financial goals. “One of the most gratifying aspects of my job is helping clients set goals and create customized action plans to achieve them,” says Michener. His philosophy centers on providing clear, judgment-free guidance that makes financial planning approachable and manageable.
Michener is particularly passionate about educating clients on the benefits of alternative investments in private markets. By offering clients a diverse range of investment opportunities, Michener helps them build balanced portfolios that maximize tax efficiencies and potentially reduce market volatility. This approach is especially beneficial for accredited investors looking to navigate the complexities of today’s financial landscape.
A graduate of Valparaiso University, Will values the collaborative culture at Carson Wealth, where emerging professionals are given a voice and the opportunity to grow alongside seasoned advisors. Outside of the office, he’s an avid hiker and skier, and a self-proclaimed foodie exploring Denver’s Michelin Guide.
Will Michener is not affiliated with Cetera Advisor Networks LLC.
Qualifications
- 4 years financial industry experience
- 1 year with Carson Wealth
- BA BA in Finance from Valparaiso University