As a CERTIFIED FINANCIAL PLANNER™ professional, Will Sumser helps individuals, families, and business owners make confident, informed decisions about their financial future. Through clear guidance and personalized “what-if” scenarios, he helps clients understand their options and the long-term impact of the strategies they choose.

A native of Ohio, Will’s entrepreneurial mindset started early—launching a lawn care business in fifth grade and purchasing his first stocks as a sophomore in high school. That early discipline still shapes how he approaches investing and financial planning today.

Will earned his degree in Finance and International Business from the University of Cincinnati and went on to spend six years with Morgan Stanley, where he served as a financial planning resource for both clients and advisors across Northern Ohio and Western Pennsylvania.

At his core, Will is passionate about helping people make meaningful financial decisions that lead to clarity, confidence, and long-term impact.

An Eagle Scout, Will is committed to serving his community. He supports several Northeast Ohio organizations, including Business Network International – Crooked River Chapter, the Stow-Munroe Falls Chamber of Commerce, Shepherd’s House, the Rotary Club of Stow-Munroe Falls, and the Wayne County Community Foundation.

He and his wife Bri are members of Redemption Chapel, where he also serves as a Deacon.

Will is also the co-host of Grace & Grit: The Heart of Small Business, alongside his best friend Ginger Cook, a licensed realtor with Real of Ohio. Together, they share honest conversations about the good, the bad, and the messy middle of owning and growing a business.

Outside of work, Will enjoys spending quality time with family and friends, golfing, and traveling.