Will Day joined Alderfer Bergen in 2019 and specializes in developing personalized Holistic Financial and Retirement Plans. Will is a Chartered Financial Consultant ® as well as a CERTIFIED FINANCIAL PLANNER ™. As a CFP® Practitioner, Will completed a Financial Planning and Education Program and continues his intensive study and practice in wealth management including Financial Planning, Retirement Planning, Debt Management Strategies and Wealth Building.
A 2012 graduate of Indiana University, Will received a Bachelor of Science in Medical Imaging and served as Vice President of the Kokomo Regions Medical Imaging Club before deciding on a change for his growing family. In 2016, he returned to his hometown and embarked on a career transition that aligned with his personal objective—serving a close-knit community with a company that shared his strong values, purpose and vision. He moved to Rochester in 2020 and enjoys spending time with family and is always available with a helping hand or listening ear. Will is proud to serve on the Fulton County United Way Board and is a graduate of the 2020 Kosciusko Leadership Academy and 2022 Fulton County Leadership Academy.
Will credits his wife of nine years, Katie, with his success and continued focus. Together, they have three young sons and endeavor to raise a family with the small-town values and experiences which instilled in them the importance of community, integrity, and service to others. “Many people give financial advice, but not many do it to the degree of Alderfer Bergen with the best interest of others at the forefront. That is why I am proud to be a part of the Alderfer Bergen Team.”