Will Chapman plays a key role in the operations and client service experience at Wealth Foundations Partners, overseeing account setup, paperwork coordination, and the behind-the-scenes processes that ensure a smooth and efficient onboarding experience for clients. His attention to detail and process-driven approach help maintain a high standard of organization and execution across the firm.
In addition to his operational responsibilities, Will supports the firm’s data analytics and reporting efforts, assisting in the evaluation of portfolio performance, risk metrics, and the impact of advisory fees. His work contributes to the development of clear, client-facing reports designed to help individuals better understand their portfolio performance and overall financial progress.
Will earned his Bachelor of Science in Accounting from Western Governors University and brings a strong foundation in bookkeeping and financial operations. He has maintained financial records for multiple businesses across a range of industries, including manufacturing, food services, real estate, and investing.
He also contributes to the preparation and refinement of client presentations, helping translate complex financial data into clear, visually effective materials. His combined experience in accounting, systems, and technology supports both the firm’s operational efficiency and its commitment to delivering a high-quality client experience.
A Utah native, Will grew up on the Wasatch Front. Outside of work, he enjoys spending time with family, watching movies, and working with computer hardware and software systems.