Billy began his financial career as a life insurance agent in 1973. Having worked as an agent, supervisor and in management for several major insurance carriers, Billy left the corporate world in 1993 to return to his home, Taos, New Mexico to establish an independent financial services business. Besides his Chartered Life Underwriter designation from the American College in Bryn Mawr, Pennsylvania, Billy holds his Series 7, 63, 66 and 24 securities registrations and is a fully licensed life, and long-term care insurance agent. Billy strongly believes in "paying it forward" and is currently serving on numerous non-profit boards in the Taos community. He enjoys fly fishing and occasional down hill skiing for recreation.