Billy is an Associate Financial Advisor for the Dallas office at Westshore Wealth. Billy focuses efforts on helping business owners achieve financial success. His background as a paralegal and logistics coordinator has provided him with a robust knowledge of estate planning and a proficiency in data analysis and project management.

Billy graduated from Texas Tech University where he earned a Bachelors degree in Marketing with a minor in Mass Communication. Billy and his wife, Katie, enjoy traveling, experiencing new restaurants, and spending time at home with their two children and three dogs.

The desire of gold is not for gold. It is for the means of freedom and benefit.

- Ralph Waldo Emerson
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We are not in the business of selling products. We don’t work on commission or accept referral payments from outside parties. We are a fee-only firm with conflict-free relationships with the professionals we choose to partner with. What we do provide are services intended to assist our clients with every aspect of their financial lives.

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