Billy is an Associate Wealth Manager who strives to deliver excellent customer service and enjoys collaborating with his coworkers to solve complex financial situations. While he was completing his bachelor’s degree in finance from UW-Eau Claire, Billy interned at Bernicke Wealth Management for two years. He is an Eau Claire native and enjoys playing golf, waterskiing, watching sports, and spending time with friends and family.
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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