Billy Hearth, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Insurance & Annuities
  • Charitable Giving

About Billy

I am a dedicated professional who joined our firm in 2015, bringing a wealth of knowledge and experience from the hospitality and tourism industry. I hold a bachelor's degree in hospitality and tourism from Purdue University in West Lafayette, Indiana.

Working alongside the exceptional Branch Office Administrator, Wendy Peters, we ensure that clients receive top-notch service and support. Wendy is renowned for her commitment to delivering exceptional client experiences and consistently goes above and beyond to meet their needs. With her commitment and dedication, Wendy plays a crucial role in building and maintaining strong client relationships.

Both Wendy and I share a...

Work History

  • Edward JonesNovember 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Purdue Univ - West LafayetteBachelor of Science

Personal Interests

  • Community Outreach
  • Volunteering
  • Traveling
  • Golfing
  • Walking

Team Members

  • Wendy Peters
    Sr. Branch Office Administrator
    FPQP®

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