1917 Palomar Oaks Way, Suite 130 - Carlsbad, CA - 92008 760.431.3040

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.