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Wealth

Management

Specializing in understanding and addressing client needs with the utmost regard for exceptional client service.

 

INVESTMENTS   & FINANCIAL SERVICES

STOCKS
BONDS
MUTUAL FUNDS
ANNUITIES
CDs
IRAs
403b PLANS
529 PLANS
401k SERVICES
PRECIOUS METALS
BUSINESS RETIREMENT PLANS
ETFs
LIFE INSURANCE
LONG TERM CARE INSURNCE

Education and Experience

 

     Billy is an experienced financial advisor with LPL. His focus is to
understand and address client needs with the utmost regard for the

continuance of exceptional client service.


Planning for education and future financial needs are and should be
important aspects of everyone’s lives. His approach to helping clients
is getting to know them first. He wants clients to know that building a
genuine relationship gives him the ability to learn more about them in
order to help pursue their financial needs and goals.


As a financial advisor with LPL, Billy can help with strategies 

designed for specific objectives, whether you are preparing
for retirement, looking for additional income or saving for a child’s
education.


Billy grew up in Granbury, Texas and is a graduate of Texas A&M
University class of 1996. He holds the Series 7 and Series 66 Uniform
Combined State Law Securities registrations through LPL Financial
along with the Texas General Lines Insurance license. He also has a
previous tenure spent in the auto finance industry. He completed the
GMAC Finance and Insurance School of Business Detroit, MI and
Universal Underwriters School of Professional Finance and Insurance
Management with Zurich Financial.


He is a member of Bear Creek Community Church.

Billy, his wife, and their children currently live in
Cresson, TX.​

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