Will D MartinezAccount Manager, DI & Life

    An industry expert with more than 20 years of experience in Risk Management, Will has a proven ability to foster relationships and encourage clients to make informed decisions for themselves and their families.

    Will is distinguished by his extensive knowledge and training with prestigious firms, as a result, he delivers comprehensive strategies to clients that best serve them and their families. Will considers himself a “client advocate” who asks the right questions, listens, and engages individuals in a way that leave them more confident in their future. As a result, he has produced healthy, enduring results for families and high echelon executives.

    Will is a person who demonstrates commitment to his work and his word, whose opinion is highly sought after, and whose judgement is respected and trusted. Consulting clients, protecting assets, leading projects, and motivating team members to perform at their highest level make Will an integral part of our team.

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