Our Wealth Management Advisors

Billy is a senior advisor on the Wealth Management team at NFP’s Minnesota office. He works with individuals and families providing comprehensive, personalized strategies to help them reach their financial objectives. He focuses on goal-oriented planning and investment management.

Billy covers all aspects of financial well-being — from budgeting and debt management to insurance and wealth management. He collaborates with tax and estate planning professionals to ensure truly comprehensive planning. NFP’s investment management team oversees over $5 billion of private wealth in their fiduciary capacity.

Billy applies more than 20 years of experience in helping clients achieve financial wellness. He also helps businesses implement financial wellness programs. A graduate of the University of Notre Dame, Billy earned a bachelor’s degree in finance. He holds his Series 7 and Series 66 securities registrations, as well as life, health and variable annuity insurance licenses.

Billy volunteers in his church, his children’s school and the Higher Ground homeless shelter in Minneapolis. He passionately supports organizations that promote stable housing for all. Billy lives in Minneapolis, MN with his wife and three children and feels incredibly fortunate to enjoy their personalities every day. He also likes trivia, crossword puzzles, athletics and card games, volunteering, and traveling.