Financial Advisor
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Billy has been in the financial services industry since 2016 and has been in leadership for over 8 years. With a bachelor's degree from Carroll University, he specializes in wealth management, tax efficient retirement and estate planning, and risk management solutions. He is passionate about coaching Financial Professionals to serve their clients and grow their impact in the community.
Billy is a native of Waukesha, WI and makes Appleton, WI his home with his wife Chelsea, and their three children, William, Connor, and Everlee. The family attends Appleton Alliance Church, where Billy is involved in Men’s ministry. As an avid Wisconsin sports fan, he tries to spend as much time as possible at Lambeau Field and Titletown. Billy is a devoted family man that enjoys coaching his boys in wrestling.
- Bachelors of Kinesiology, Carroll University
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Behavioral Financial Advisor™
- Wealth Management Certified Professional®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Alabama
- Alaska
- Arizona
- California(Insurance Lic. #4041444)
- Colorado
- Connecticut
- Florida
- Georgia
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Jersey
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Wisconsin
- Wyoming
Insights
Office location
Appleton Location
2901 E Enterprise Avenue Ste 550
Appleton, WI 54913
Phone920-320-1906HoursAppleton, WI 54913
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations