Billy Lauderdale was born and raised in Wisconsin. He received his bachelor’s degree in Personal Finance at the University of Wisconsin-Madison. 

Billy joined the FORM team in 2022. As an intern he gained first-hand experience in the financial services industry and has worked his way into a Wealth Advisor position at the Middleton office. He’s a CERTIFIED FINANCIAL PLANNER™ professional and has passed the SIE, Series 7, and Series 66 exams. He also holds Life and Health insurance licenses.

Outside of work, Billy likes to spend his time traveling and sightseeing with family and friends, as he is eager to complete his goal of visiting all 50 states. Billy is also a passionate sports fan and tends to spend his fall weekends cheering for the Badgers and exploring the best college towns across America.  

On Wisconsin!