Phone: (214) 694-2282

Key Achievements:

  •  Results oriented and dedicated leader in strategic planning, risk management, product expertise, cash flow analysis and performance optimization
  • While working in the financial services industry, Billy developed and implemented a client service program, which increased client base 9% and successfully set new quality and product standards
  • Over a decade as a trusted financial advisor to clients at all stages of their financial journeys

Billy is an established financial professional with a record of achievement in project delivery and helping investors build a solid financial base and future. His reputation for high personal integrity and loyalty has been earned client-by-client. Billy studied marketing at University of Texas in Arlington and has also held Series 22 and Series 63 FINRA licenses and currently holds an insurance license.  He enjoys spending time coaching his son’s youth baseball team and following lower-middle market trends.