Private Wealth Management
Retirement Plan Consulting
Institutional Portfolio Services
Operations, Technology & Compliance Manager
Will joined Stiles Financial Services as the Operations, Technology & Compliance Manager in 2021. He brings over seven years of corporate project management, business intelligence reporting, sensitive information data compliance, and internal business process documentation among many other business management tools including expert proficiency in Microsoft Excel. Prior to working for Stiles Financial Services, Will most recently worked as a Customer Experience Improvement Business Analyst local Twin Cities business Surescripts, the nation’s most trusted healthcare information network Prior to that, he worked for Ziegler Caterpillar in various capacities from Warranty Analyst to Marketing Customer Relationship Management. He enjoys applying his critical thinking skills professionally, and looks forward to finding innovative opportunities with his colleagues at Stiles Financial Services to enhance our clients experience.
Will is a Minnesota native and he graduated from Edina High School with honors, and went on to graduate from Hamline University in St. Paul, MN where he earned his B.A. in English. He continued his education at Southern New Hampshire University where he received his MBA with a certificate in Healthcare Management in Manchester, New Hampshire. Will’s educational and professional background has grounded him with an excellent foundation for business operations and compliance management. He has experience in data compliance, software administration management, and developing and implementing personnel training programs that will help Stiles Financial leverage all of the technology tools the firm is investing in to improve both internal business practices and ultimately our client’s customer experience.
Will is a long-time avid motorcycle rider of a Yamaha FZ8 and Yamaha Vino 125s, both owning and finding meditation in tinkering with and fixing motorcycles. Will has been very fortunate to be engaged in his Greek heritage by traveling to Greece on several occasions throughout his life. Most recently he and his wife took a cruise of a lifetime around many of the beautiful Greek islands. He is a foodie and home cook that is into smoking meats, vegetables and hot peppers; and dabbles in fermenting foods like hot peppers for hot sauce and kombucha. He is a nerd who enjoys many types of board games, yet also likes to watch sports like football and soccer. He enjoys fishing and bicycling outdoors, and spending quality time with friends, family and his dogs. Will resides in Bloomington with his wife and two Pomeranians.