
This season of gratitude reminds us how fortunate we are to serve our clients and work alongside such a dedicated, inspiring team. As we reflect on the past year, we’re filled with appreciation for the growth, connection, and joy we’ve shared — both in our work with clients and in our personal lives.
Over the past twelve months, The Will Group has welcomed Shane Fritts, Ivan Magalhaes, and Zach Brady to the team, hosted summer intern Noah Jedlowski, and celebrated the arrival of Collette Rose Wilson, the newest member of our Will Group family. We are also delighted to share that another new member of the Will Group family will join us in June 2026 when Josh and Cate welcome their first child. With this happy news, we celebrate an impressive streak: 12 years in a row with a new baby in the Will Group family.
We’re deeply thankful for the trust our clients place in us and for the collaboration that makes our work so rewarding. May this Thanksgiving bring you moments of peace, laughter, and time well spent with those you love.
Please enjoy team member photos and personal updates below.
With warm wishes and heartfelt thanks,
The Will Group
Alex, John, Grace, Jack, Jude, Claire
Bill, Joana, Caitlin (Rob), Holly, Taylor, Tom
Eric, Eveyln, AJ, Nova, Jesse
Alex and John are enjoying their growing family Grace (7), Jack (5), Jude (4), and Claire (2 on December 1st). They love watching their kids play sports, volunteering together, and are very active in their community at New Life Church.
Bill and Joanna are pleased to share that Caitlin and Rob were married in June and are living in Leesburg, Virginia. Holly is in her third year of medical school in New Orleans. Taylor still enjoys teaching in Fairfax, VA. Tommy graduated from Tennessee and is now working for DRB Homes in the Finance Department.
Eric and Evelyn are enjoying their time with their children, AJ (10), Nova (8), and Jesse (3). Eric stays busy coaching his son’s Football and Basketball team. In addition to his professional work, Eric volunteers his time with Key City Rotary, supporting community initiatives and service projects.
Frank, Olivia, Frankie, Josephine, Vivian, James
Ian, Libby, Collins, & Brooks
Ivan, Sarah, & Edi
Frank & Olivia are busy with their four children, Frankie Jr (9), Josephine (6), Vivian (4), and James Rocco (1). Frank continues to be very active in the community by coaching little league football and basketball through LOUYAA, serving as the Treasurer of the Frederick Community College Foundation, serving as Foundation Chair of the Rotary Club of Frederick, and serving as board member of Beyond Shelter Frederick.
Ian & Libby are enjoying chasing around their children, Collins (5) and Brooks (3), and their dog Bodie. Outside of family and work, Ian is dedicated to serving his community by contributing his time as Assistant Head Coach for Urbana High School Varsity Basketball, as well as being an active member of the Southern Frederick Rotary Club and YMCA Board of Directors.
Ivan & Sarah relocated to the East Coast from Texas to a new home in Frederick, Maryland, and recently celebrated their son, Edi's, 2nd birthday!
Josh & Cate
Mark, Angela
Melinda, Jason & Anthony
Josh and Cate are enjoying living in Downtown Frederick and are excited to welcome the newest member of the Will Group, baby Donofry in June 2026!
Mark and Angela have settled into their historic downtown Frederick home and love being in the city. Mark concluded his presidency of the Rotary Club of Carroll Creek in July, but continues making an impact on the community. Most recently, he joined The Will Group Foundation Board of Directors and has committed to the Ausherman Family Foundation beginning next year. Angela continues to share her passion for music with children at Calvary Weekday School, and their first grandson, Emmett is now 2 and growing fast. Mary Grace is enjoying serving the community through her position with FCPS, Mollie is following her passion for art in Baltimore, and Jake looks forward to graduating from Coastal Carolina University this December.
Melinda and Jason took their first trip to Europe visiting Sicily in October. Anthony (9) continues swimming year around. They enjoyed family trips to the Outer Banks and Legoland NY.
Nick & Annie
Pam, Adam, Kara, Talia, & Alexa
Paul, Carol Will, Bill & Joanna Coffey
Nick & Annie did some traveling this year, snowmobiling through the mountains of Utah, hiking in the Italian Dolomites, and wandering the canals of Venice. Back home, they balanced coaching soccer at Oakdale High School with the daily chaos brought by their two Australian shepherds, Maverick and Barrett.
Pam and Adam are keeping busy with their three daughters — Kara, a freshman at West Virginia University studying Theatre Design and Technology; Talia, a high school junior with a focus on Photo and Cinema; and Alexa, a high school sophomore studying violin — along with their spoiled Rottweiler, Dani.
Paul is proud to share that Sean began his freshman year at Penn State University – a very proud moment. Madeline continues to work at Georgetown University, Washington DC, supporting commercial business lines across their college athletics program and university-wide corporate relationships.
Shane & Mollie
Susan, Doug, Casey, Dylan, Brayden
Steve, Annie, Carolyn, & Collette
Zach & Katie
Susan & Doug are keeping busy with their three children, Casey (10), Dylan (8), and Brayden (6), who ensure there’s never a dull moment with their packed sports and social calendar.
Shane enjoyed spending time golfing and traveling with friends this year on trips to Dewey Beach, Myrtle Beach, Nags Head, and especially Pinehurst.
Steve & Annie are very thankful to have welcomed their second daughter, Collette, in April. She has been providing lots of joy and love, and is beginning to let her personality shine. Their oldest, Carolyn, turned two in October and loves her new gymnastics class.
Zach recently earned his Securities Industry Essentials® (SIE®) designation - a key milestone in his professional development and commitment to excellence in the financial services industry - and is currently studying for his Series 7.
Team and spouses at the 2025 retreat in Nemacolin
Pickleball Tournament
Competitive Jenga
Tour de Frederick with the Johnson kids & Murphy Coffey
Frank's daughters
Team Volunteers
Tour de Frederick riders enjoying refreshments
Will Group children holding a brief meeting
Jack showing off his personalized notepad
Josh discussing currency
Creating their own currency
An Update from The Will Group Foundation
In October, The Will Group Foundation welcomed two new board members, Mark Mayer and Pamela Francis. Mark co-founded The Will Group Foundation with Bill Coffey in 2001 and is excited to join the board and help further its mission of empowering and uplifting others in the community.
In 2025, The Will Group Foundation will be awarding over $100,000+ to the greater Frederick community through the following disbursements:
- $10,000 AARCH (African American Resources Cultural and Heritage Society)
- $10,000 Fresh Step Laundry
- $10,000 City Youth Matrix
- $10,000 SOAR Frederick (Supporting Older Adults Through Resources, Inc.)
- $5,000 Frederick County Mental Health Association
- $5,000 SHIP (Student Homelessness Initiative Partnership)
- $5,000 Phoenix Recovery Academy
- $5,000 Human Trafficking Institute
- $5,000 Housing Authority
- $5,000 Operation Second Chance
- $5,000 Michael J Fox Foundation
- $3,000 American Red Cross
- $3,000 Montgomery Hospice, Inc.
- $3,000 American Cancer Society
- $3,000 Associated Catholic Charities, Inc.
- $3,000 Habitat for Humanity of Frederick County, MD
- $3,000 Salvation Army
- $2,500 Living Water Shower
- $2,500 Mission of Mercy
- $2,500 Platoon 22
- $2,500 United Way of Frederick
- $2,000 YMCA Frederick
- $2,000 Heartly House
- $5,308 in matching disbursements were provided to a wide range of charitable causes supported by RS Will Wealth Management employees, including, but not limited to: