Will White

Will grew up in the small town of Round Oak, Georgia, and now calls Taylors, South Carolina home. A graduate of Furman University with a Bachelor of Arts in History, Will began his professional journey far from the financial services industry. He spent a decade in manufacturing, starting as an order puller on the plant floor and steadily advancing to a production supervisor role. Along the way, he developed a strong work ethic, leadership skills, and an appreciation for solving complex challenges. His passion for personal finance emerged through a transformative experience in his own life, as he and his wife paid off nearly $60,000 in student loan debt in just 18 months. That journey sparked a desire to help others gain confidence and control over their financial futures, ultimately leading him into the financial planning profession and to Consolidated Planning. 

Today, Will is dedicated to helping individuals and families build financial confidence through education, planning, and practical guidance. He is especially passionate about serving educators, engineers, and young families—people who are eager to learn, grow, and create meaningful opportunities for future generations. What drew Will to Consolidated Planning was the firm’s holistic approach to financial planning and The Living Balance Sheet® process, which aligns perfectly with his belief that financial success is about more than investments alone. His mission is to empower clients with financial literacy, helping them understand their money, make informed decisions, and pursue their goals with clarity and confidence. Having personally experienced both the stress of financial uncertainty and the freedom that comes from a solid plan, Will strives to be a trusted partner who walks alongside clients through every stage of their financial journey. 

Outside of work, Will’s greatest joy is spending time with his family, especially when it involves the outdoors. He enjoys backpacking, hiking, deer hunting in the fall, and cheering on his beloved Furman Paladins football team. In fact, Will once played offensive line for the Paladins and proudly champions the often-overlooked heroes of the interior line. He and his wife have also served as youth leaders at Greenville Vineyard Church for more than a decade, investing in the lives of young people throughout their community. Whether he is mentoring students, exploring a mountain trail, or helping clients build a brighter financial future, Will brings genuine enthusiasm, compassion, and a deep commitment to helping others find hope, peace, and lasting confidence. 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. 

The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2026 Guardian