about ME

Hello, my name is Billy.

I’m a Certified Financial Planner, Financial Coach, and "Explain It Like I'm Five" Translator for many of your money questions. My pronouns are he/him*.

When I’m not wearing my work hats though, I’m just Billy. I love waking up each morning with a nice cup of coffee and a shmeared bagel. I’m a simple person.

I also enjoy playing board games, taking medium length walks and hikes (just being realistic here), making homebrewed beer, listening to podcasts and telling some of the most groanworthy jokes imaginable.

My Mission

For most people, it's impossible to navigate the world without having some sort of money mishap. Be it overzealous spending, living paycheck to paycheck, or tanking your credit score...these things are actually relatively common.

Because of this, I feel that there's no shame in not understanding personal finance. Heck, when I was studying accounting as an undergrad, I managed to get in over my head with credit card debt. This situation was mainly due to a lack of knowledge regarding personal finance. This overwhelming burden would weigh on my every action, so I made the not-so-wise decision to ignore it. Which only made the problem worse. I was able to get out from under this debt only through sheer chance (and lots of part-time work), but I never wanted to feel that level of anxiety again.

However, what was bad for me is often worse for others. In this country, there are haves and have-nots, and money has historically been hoarded by haves: rich, white, powerful men. As a privileged white male, I had the opportunities that lead me to eventually being debt-free. I could see how my challenges were relatively small compared to the structural issues that other folks may face. So, I’ve made it my mission to not only provide financial planning, education, and coaching but to have my advice as accessible as possible.  Especially to those who have had dealt with money hardships, but still want to give back to their communities.

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It's my goal to provide affordable advice and planning to ease your financial burden. That way, you can focus on your mission to make the world a compassionate, diverse, and understanding place. 

If that sounds good to you, please don't hesitate to reach out! I offer a complimentary consultation for all who are interested. Just click below to view my schedule and let's pick a time to meet!