Billy Helvey III
Billy joined Sumner Insurance Services in 2021. Billy is a licensed Health & Life Producer as well as an Independent Financial Advisor with Sequent Planning. By being well versed in the Life, Health, and Wealth arena, he is very well equipped to offer solutions (including tax-free options) to clients related to health and/or retirement plans for individuals and/or families which truly fit their unique life situation. Additionally, Billy has an MBA in Ethical Strategic Leadership. Billy loves to learn and feels that in order to succeed, you must continue to learn. Living in an age where people are frequently being "scammed", Billy is proud to have an ethics degree that helps him better understand and meet the needs of his clientele. Billy enjoys getting to know individuals and families and learning all he can about their life, so that he knows how to create an insurance plan that meets their specific needs. If he's not meeting with clients, Billy is often spending time learning about various products and how they can benefit current or potential clients which makes him a wonderful asset to the team. In Billy’s free time, you will either find him working out or behind the grill smoking ribs or many other grill favorites. He admits he enjoys this pastime as a Master Chef because he genuinely loves to cook!
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