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About Our Team

Our Origins

RS Will Wealth Management traces its roots back to 1972, when Richard “Dick” Will founded The Will Group in Gaithersburg, Maryland, with a vision grounded in trust and personal connection. Dick built a practice where financial guidance felt like a partnership—rooted in friendship, integrity, and a genuine commitment to clients’ success. Starting as a small, community-focused endeavor, the team grew steadily, earning a reputation for helping individuals, families, and businesses achieve their financial dreams. 

This foundation of care and expertise has shaped who we are today: a team dedicated to carrying forward Dick’s principles while serving a diverse clientele with the same personalized spirit.

Our Approach

At RS Will Wealth Management, we believe no two financial journeys are the same. Our tailored approach starts with listening—understanding your unique goals, values, and circumstances. From there, we craft personalized strategies that reflect who you are and where you want to go, whether you’re an individual building wealth, a family planning a legacy, a business owner securing your future, or a sports professional navigating a dynamic career.

We combine decades of expertise with a collaborative process, ensuring every plan is adaptable to life’s changes, big or small. Through transparent communication, we keep you informed and confident at every step, adjusting our guidance as your needs evolve. Our commitment is to simplify the complex, align our solutions with your aspirations, and deliver results that empower your financial well-being for the long haul.

Our Community

We’re committed to supporting our local community through time, expertise, and financial contributions and encouraging our employees to do the same. Our team members actively volunteer, support, and serve on nonprofit boards with organizations such as:

Meet the Team

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Financial Planners

Client Services

Our Professional Designations

Our commitment to excellence is reflected in the professional designations and certifications held by our team. Each credential represents advanced training, experience, and dedication to serving our clients. Click a badge below to learn more.

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