Billy joined Crestwood in 2016 and serves as a Wealth Planner to clients. He also manages the Boston Client Service Associates.
Billy is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Financial Behavior Specialist®. As a CFP® professional, Billy helps clients meet their ideal lifestyles by aligning resources with goals. As an FBS®, Billy helps clients understand and improve their relationship with money.
Billy is a member of the Financial Planning Association (FPA) and the Financial Psychology Institute. He also volunteers with the Fight Like Frank Foundation .
Billy is a graduate of Saint Michael’s College in Vermont. While at SMC, Billy developed a love for the mountains. He likes to ski or hike when he’s not surfing, fishing, or listening to music.
Billy lives in Dorchester, MA, with his wife Alex and their Bernese Mountain Dog, Harvey.