Billy DeFrance (CFP®)
Billy DeFrance is a CERTIFIED FINANCIAL PLANNER™ professional with Lauterbach Financial Advisors. He began as a portfolio advisor in May of 2004, later became the firm’s Chief Compliance Officer, and in 2016 became a partner in the group. While Billy is the firm’s primary representative for qualified company retirement plans, his passion is working with individuals, helping to make the language of investing clearer for everyone. He has extended that personal focus into moving the focus on financial planning away from the sale of products and towards the big picture, helping clients live life financially confident.