262.686.3005

Billy Lauderdale

CFP®

Wealth Advisor

Billy Lauderdale was born and raised in Wisconsin by his parents and younger brother. 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 looks forward to meeting and working with clients in this new role while continuing to gain expertise in the industry.  

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!