Billy is Executive Vice President, Chief Marketing Officer, and General Partner of United Planners. Aside from the executive management responsibility of helping with the firm’s business planning and management, he is primarily responsible for the products, services, and platforms of the firm along with the various business units that manage these relationships. Billy manages the firm’s strategic partnerships and oversees the firm’s corporate events with strategic partners. He has been with United Planners since 2010 and in the industry since the early 1990s. Billy has worked in small, medium, and large sized firms in various capacities across the board to tackle enterprise level management, complex projects, inclusive of business development, technology projects, and regulatory initiatives. He has also served time in the regulatory environment as the Chief Investigator of Enforcement for the AZ Securities Division, where he orchestrated all aspects of white-collar crime investigations. He has also served in various compliance roles including Chief Compliance Officer. Billy is an honors graduate of Arizona State University. His recreational activities include mountain biking, hiking, and anything else that pumps the adrenaline. He is a self-proclaimed comedian, dynamic energizer bunny, and human Swiss army knife with mad backyard ballistics skills to keep things interesting. His wife Conni keeps him in check and his two boys (Diego and Dante) who fuel the flames to provide endless entertainment, comic relief, and adventures…there’s never a dull moment in the oFam household.