He is a CFP®, the most highly regarded designation within the financial planning industry. This designation reflects Billy’s extensive experience and education in the financial planning arena, as well as his commitment to continuing education and the CFP® Board’s Code of Ethics.
Billy has been a member of the Bay Point team since 2011. He is currently a Financial Advisor, providing analysis and support relating to all client planning and investment needs. He currently leads two study groups for the National Association for Personal Financial Advisors (NAPFA) - the Annapolis Study Group and the Baltimore Genesis Study Group.
He enjoys working with clients to help them reach their financial and personal goals. Looking at a client’s unique circumstances and helping to put their worries at ease makes him happy. He specializes in helping families navigate difficult decisions and complex family dynamics in estate planning, and does so with compassion and expert advice.
When Billy is not at work or leading study groups, you can often find him at Camden Yards if the Orioles are in town, or out hiking or traveling somewhere new if they are not. He also has a passion for cooking and loves trying to recreate recipes for any new foods he tries.