Will Tippet, CLU®, ChFC®

BACKGROUND & EXPERTISE
Will earned his Bachelor of Science in Mechanical Engineering from Purdue University in 1983. After beginning his career in the supercomputer industry, he transitioned into financial advising in 1987 and has worked in the field ever since.  

PROFESSIONAL APPROACH
Will’s practice emphasizes retirement planning and generational wealth transfer. Since 1996, he has led the investment branch of his local office and has been involved in training financial advisors on investment strategies and client service. He takes a comprehensive approach that considers each client’s lifestyle, values, and goals when developing financial strategies.

PERSONAL FULFILLMENT
Will lives in Winnetka, IL, with his wife, Jennifer. They have two grown children and three granddaughters. He enjoys fitness, paddle tennis, squash, and golf, and is a member of Skokie Country Club. Jennifer serves on the board of the Chicago Botanic Garden and helps remind him to stop and smell the roses.

EDUCATION & CREDENTIALS
BSME Purdue University-West Lafayette, IN
CLU®, ChFC®
Series 6, 63, 66, 7 & 8