Your Team

Our mission is to provide proactive participant engagement to educate individuals to become better consumers of financial products and services, foster meaningful and valued relationships, and drive behavior change that creates a positive financial impact for the people we serve.

William E. Ferguson, AIF®, BFA™

Private Wealth Advisor

With more than 15 years of experience working directly with TIAA plans, Will leads The Ferguson Team in helping schools, universities, and nonprofits strengthen their retirement programs. His work focuses on two critical areas that matter most to plan administrators: delivering meaningful participant education and ensuring retirement plans provide strong value.

Will partners with institutions to review plan structures, contracts, and pricing, often helping lower overall plan costs while improving the quality of participant outcomes. He has built a reputation for creating strategies that align institutional goals with participant needs, making him a valued resource for administrators looking to maximize the impact of their retirement benefits.

His reviews have helped institutions negotiate stronger contracts and achieve measurable fee savings while improving participant engagement.

Justin Porco, CFP®

Certified Financial Planner®

Justin works closely with educators and employees to simplify the often overwhelming world of retirement planning. As the team’s Participant Education Specialist, he focuses on translating complex TIAA options into clear, actionable strategies that empower participants to make informed decisions about their financial future.

His expertise extends beyond retirement accounts — Justin provides personalized financial planning that addresses each client’s broader goals, from investment management to insurance and wealth-building strategies.

He regularly delivers workshops and one-on-one sessions that increase employee confidence, boost plan utilization, and improve retirement readiness.

Noah Ferguson, CFP®

Certified Financial Planner®

As Internal Team Lead, Noah ensures The Ferguson Team delivers a seamless experience for both institutions and individual clients. He oversees plan design analysis, operations, and internal processes that keep the team running efficiently and effectively.

Noah combines technical expertise with a client-first mindset, supporting the development of financial strategies that align with each client’s personal and institutional goals. His ability to balance behind-the-scenes coordination with direct client engagement makes him an integral part of the team.

He ensures plan changes, enrollments, and service requests are executed smoothly, giving administrators confidence that operations are handled with precision and reliability.

Courtney Wolfe

Client Services Assistant

Courtney serves as the friendly first point of contact for clients, ensuring that every interaction with The Ferguson Team is professional, attentive, and efficient. She coordinates account servicing, assists with paperwork and transfers, and supports the team’s daily operations.

Her attention to detail and client-focused approach help ensure that each client’s experience is smooth from start to finish.

Her responsiveness and organization allow administrators and employees to get answers quickly, reducing delays and creating a more seamless service experience.