Billy attended the University of Iowa where he majored in Business Management. His professional career began in Florida, where he was operating his family's restaurants. Over his three–year management career, he quickly learned the importance of business and personal finance. In early 2020, Billy decided to change his career and obtain his insurance licenses along with his Series 7 and Series 66 investment licenses. Billy joined the Clear Perspective Advisors team in April, 2021 and has his CFP® designation.
EDUCATION & PROFESSIONAL DESIGNATIONS
University of Iowa, Business Management
State of Illinois Life Insurance License
FINRA Investment Licenses 7, 66