Billy Krueger, CFP®

Associate Financial Planner

Billy Krueger is an Associate Financial Planner on the SC&H Wealth team. He assists the financial advisory team and his clients with anything and everything that will make their lives easier. From trading and account opening to money movement and ad hoc requests, Billy lends his support where needed.

Helping people and making a difference in people’s lives is what drives Billy in his role. He thrives off being able to solve complex issues and make something easier for someone else, whether it be a coworker or a client. Billy also loves a puzzle and enjoys solving or reverse engineering a problem to provide long-term solutions, even where it may not be immediately applicable.

Billy graduated from the University of Maryland, University College with a B.S. in Finance. He is a CERTIFIED FINANCIAL PLANNER® practitioner and a registered Investment Adviser Representative (IAR). He also holds a Series 65 license.

Outside of work, Billy enjoys board gaming, video gaming, rock climbing, playing and watching ice hockey, and spending time with his wife and his beloved dog, Pluto.

Areas of Expertise

"Individual commitment to a group effort—that is what makes a team work."

Pritpal Kalsi

CEO

"Happiness can be found even in the darkest of times, if one only remembers to turn on the light."

Billy Krueger, CFP®

Associate Financial Planner

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