Will Hess, CFP^®

Financial Planner

From an introductory call to a long-time client or shareholder, Will serves as a liaison between James Investment Research and their people. Will guides clients through retirement planning, investment strategies, and estate considerations while supporting our Portfolio Managers and advisory team. He works directly with individuals and families seeking thoughtful, personalized financial guidance.

As part of the estate planning team, Will coordinates document execution, account retitling, and beneficiary planning. Known for his clear communication and efficient follow-through, he is dedicated to providing clients with a seamless and confident experience.

• James team member since 2022
• CERTIFIED FINANCIAL PLANNER™ professional
• B.S. Finance, Cedarville University

Away from the office:

Will enjoys spending time with his wife, Grace, and going on bike rides. His favorite hobbies include playing sports, renovating their home and playing card games.