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As Managing Director and Co-Founder of 360 Financial Strategists, Billy plays an active role in shaping a team-driven business that unites financial planning, lending, and business strategy under one roof. With a background in banking and finance and a Master’s in Financial Planning, he brings a steady focus on clarity, education, and long-term impact — both for clients and the 360 team. 

A Certified Financial Planner® (CFP), the profession’s highest designation, Billy is deeply committed to ongoing learning and continuous improvement. He believes great advice comes from collaboration — combining expertise, curiosity, and care to deliver strategies that create real confidence and freedom for clients.