Client Service Manager / Insurance Specialist
An integral part of the client service team, Billy joined JSF in 2008 as an Account Operations Representative. He works closely in the insurance area of the firm and is a liaison for clients needing assistance with their insurance risk management needs. He has developed a close relationship with many clients throughout the years.
Billy grew up in Los Angeles and made his way to Loyola Marymount University, where he received his degree in Business Administration with an emphasis in Finance and Management. He completed the Personal Financial Planning Program at UCLA in 2010. Prior to joining the team in 2008, he worked at Ameriprise where he first learned about the comprehensive nature of financial planning.
When he isn’t at the office helping to ensure everything relating to our client’s accounts is running efficiently, Billy enjoys spending time with his wife and daughter, traveling, watching and playing tennis and going on fishing trips.
Check the background of our investment professionals on FINRA’s BrokerCheck https://brokercheck.finra.org.