Will Cocking CFP®, CPWA®

I believe in a holistic approach to financial planning and enjoy working closely with our clients to understand their financial aspirations, assess their current situation, and develop tailored strategies that address their specific needs. Every client is unique, and there is no one-size-fits-all solution.

Whether it's retirement planning, investment management, tax optimization, or estate planning, I'm committed to providing comprehensive, long-term solutions.

I am extremely passionate about helping individuals and families build and sustain their wealth to help them live the way that aligns with their goals. I earned my Personal Financial Planning degree from Kansas State University - and pursued that program because it was one of the top schools for personal finance.

I’m originally from Wichita, Kansas, but moved to Kansas City in recent years and enjoy continuing to learn new things to do here. I love sports - mainly football, basketball, baseball, and golf. Being in Kansas City, I’m naturally a huge Chiefs and Royals fan and, also, still love watching my alma mater, K-State!

CFP® - Certified Financial Planner

CPWA® - Certified Private Wealth Advisor