My Mission
Billy and his team help provide financial security through Risk Based Planning and Wealth Accumulation. We strive to ensure that our clients reach each and everyone of their financial goals.
When people look back on their lives, they often find that they are more successful than they could have thought, and have saved less than they intended. They find themselves in financial situations that are more complex and less predictable than they anticipated.
Keeping pace with life's changes is important. Let us help you achieve a secure financial future. By working together, we can help you identify your financial goals and objectives. Help you prepare for the future and help protect against life's unexpected turn.
Our team also helps business attract and maintain employees by working with their employer sponsored retirement benefits. We can customize a plan to fit your company's specific needs while providing outstanding service.
Personal
Born and raised in Southern Indiana, Billy spent most of his life growing up playing sports in Newburgh, Indiana. In 1998, Billy graduated from Castle High School and went on to play college baseball at Wabash Valley Junior College in Mt. Carmel, Illinois. Graduating from Wabash Valley Junior College in 2000 with an associate's degree in marketing and advertising, he then decided to further his education by attending Ball State University in the fall of 2000.
Billy enrolled in the college of Communications Information and Media at Ball State University where he graduated in 2003 with a Bachelor of Science degree from the nationally ranked C.C.I.M. Department. After graduating from Ball State, Billy started his career in financial services in 2005. Billy met his wife and after three years they were married and moved to the Northside of Evansville where they reside with their four children. In Billy's spare time, he coaches for his children's travel teams along with other participating sports. He volunteers his time as a member of the board for McCutchanville (MORAC) baseball and softball program and as a member of the McCutchanville Community Association Board.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
