Billy Peterson’s introduction to financial planning came in a high school personal finance class, and it stuck. He went on to study finance at the University of Wisconsin-Eau Claire, graduating Magna Cum Laude, and spent his college years interning at Bernicke before joining full-time as a paraplanner. After earning his CFP® designation, he moved into his current role as an Associate Wealth Manager. He has worked in nearly every part of this firm, which means he understands what happens on behalf of clients far beyond what most clients ever see.

Most people come to Billy worried about the same things: whether they can retire, what taxes will look like when they do, and how to handle health insurance before Medicare. What surprises them after their first year is how much calmer they feel about all of it. He will tell you that most people he meets are focused on market performance, but the biggest opportunity is usually in the tax plan, the income strategy, and the estate plan built around their specific goals.

What Billy wants a client to walk away feeling, even after just one conversation, is that they were heard and that they learned something. Whether they move forward or not, that part matters to him.

Outside the office, Billy is golfing, waterskiing, biking, spending time with friends and family, and cheering on the Packers. He also recently discovered he enjoys reading more than he used to, a side effect of studying for the CFP® that turned into a habit.

If you want an advisor who has grown up inside this firm and knows every part of how it works for you, a conversation with Billy is a good place to start.

Certifications, Licenses, and Registrations

• CERTIFIED FINANCIAL PLANNER™ professional

Education and Training

• Series 7, 66
• Security Industry Essentials Exam
• Bachelor’s Degree – Finance; University of Wisconsin – Eau Claire

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