Meet Will
Will Michener’s journey in wealth management is deeply rooted in the lessons of discipline and perseverance he’s carried from his years as a competitive cross-country runner. As a CFP® professional at Carson Wealth, these principles guide his approach to helping clients achieve clarity and confidence in their financial lives. “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 effective.
With experience advising high-net-worth clients and their families, Will specializes in designing comprehensive wealth strategies that integrate portfolio diversification, tax efficiency, risk management, and succession planning. He is particularly passionate about educating clients on the role of alternative investments in private markets, helping them access opportunities that can enhance portfolio balance and reduce volatility.
A graduate of Valparaiso University, Will is recognized for his client-centered approach and technical expertise. He values the collaborative culture at Carson Wealth and the trust clients place in him to navigate complex financial decisions. Outside 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
- CFP®
