Will’s Approach
Will V. Gunlicks
CFP®
Financial Advisor / Member Owner
Overview
Will Gunlicks serves as a financial advisor in our Lincolnshire and Chicago Loop offices in Illinois, where he helps clients navigate comprehensive financial planning strategies. A CERTIFIED FINANCIAL PLANNER® professional, Will works with individuals and families to address a wide range of planning needs, including wealth transfer, philanthropy, proactive tax planning, retirement cash flow projections, retirement income structuring, insurance analysis, debt management, and education funding.
With more than 20 years of experience in the financial services industry, Will provides informed, thoughtful guidance shaped by both national firms and boutique advisory environments. He worked for Huber Financial Advisors from 2014 until it joined Savant in 2020. His earlier career included roles with several well-known financial institutions, further strengthening his ability to support diverse client goals.
Will earned a bachelor’s degree in business administration with a minor in economics from the University of Denver.
He lives in the northern suburbs of Chicago with his wife and their three children. He enjoys fly fishing, traveling, and spending time outdoors with his family.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Denver
Bachelor of Business Administration with a minor in Economics
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
What Does Working in Retirement Mean, and How Do I Do It?
An increasing number of individuals decide to stay active in the workforce during retirement. While they may depart…
Retirement Savings Basics
One of the keys to building a healthy and sustainable retirement savings plan is to take full advantage…
Closing the Back Door: What Could Happen to Roth Conversions Under the Build Back Better Act
As the end of the year draws near, lawmakers in Washington are considering plans to limit “backdoor” and…
All Insights by Will V. Gunlicks
3 insights
What Does Working in Retirement Mean, and How Do I Do It?
An increasing number of individuals decide to stay active in the workforce during retirement. While they may depart…
Retirement Savings Basics
One of the keys to building a healthy and sustainable retirement savings plan is to take full advantage…
Closing the Back Door: What Could Happen to Roth Conversions Under the Build Back Better Act
As the end of the year draws near, lawmakers in Washington are considering plans to limit “backdoor” and…
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.