Billie brings a thoughtful and flexible approach when it comes to financial planning and investment
management. He believes in creating financial plans and investment strategies that are adaptable to
clients’ ever changing needs.
Billie resides in Oceanside with his wife Sarah, daughter Fallon, soon to be second child (March 24) and
two dogs. Outside of work you can find him at the beach with his family, surfing, or golfing.
