Billie is responsible for building relationships of all types. She adds a personal touch to everything she does from wishing clients well on their birthday, remembering to check in to see how they are, to going out of her way to explain difficult concepts and always making sure our clients are well informed and comfortable. Billie has established a remarkable reputation for providing exemplary client service driven by her personal commitment to the welfare of our clients and punctuated by her friendly, helpful and outgoing personality. In addition, Billie supports our new account process, but providing her guidance to high level transactions and assisting in smooth account onboarding. She has a remarkable ability to attend to details within a dizzying array of day-to-day operational responsibilities.
Billie began her career in financial services operations in 2001 and became a licensed operations professional in 2008. Billie joined Millenia Investments in 2010 and has been a valued member of ours ever since.
When she is not dedicating her time to our clients, Billie enjoys meeting with friends, spending time with her family, and joining community groups to build new relationships. Billie lives with her son in Wentzville, Missouri.