Billy DeFrance, CFP®

Billy DeFrance is a CERTIFIED FINANCIAL PLANNER™ professional with Lauterbach Financial Advisors.  He began as a portfolio advisor in May of 2004, later became the firm’s Chief Compliance Officer, and in 2016 became a partner in the group.  While Billy is the firm’s primary representative for qualified company retirement plans, his passion is working with families, helping to make the language of investing clearer for everyone.  He has committed to moving the focus on financial planning away from the sale of products and towards the big picture, helping clients live life financially confident.

Billy came to El Paso in March of 2000, on assignment to Fort Bliss.  He met his wife, Gloria, the same day, and they were married a year later.  He has four sons and a vicious little mutt named Wicket.  He enjoys chasing after his boys in their afterschool endeavors (basketball, Cub Scouts and bowling), and has been known to cook up a meal or two on his smoker.  After Ft. Bliss, Billy attended UTEP and completed his Bachelor of Business Administration in Accounting in 2004.

Billy attends Queen of Peace Catholic Church; is an active member in the Sunrise Rotary Club of El Paso; he serves as an Investment Committee member for the Rotary Club of El Paso Foundation; serves as the Chairman of the Better Business Bureau of El Paso Board of Directors; and is a member (past president) of the El Paso Estate Planning Council.

Billy is currently pursuing becoming a Certified Plan Fiduciary Advisor.

Professional Affiliations

Proud-CFP
NAPFA-Registered-Financial-Advisor

Billy DeFrance is a CERTIFIED FINANCIAL PLANNER™ professional with Lauterbach Financial Advisors.  He began as a portfolio advisor in May of 2004, later became the firm’s Chief Compliance Officer, and in 2016 became a partner in the group.  While Billy is the firm’s primary representative for qualified company retirement plans, his passion is working with families, helping to make the language of investing clearer for everyone.  He has committed to moving the focus on financial planning away from the sale of products and towards the big picture, helping clients live life financially confident.

Billy came to El Paso in March of 2000, on assignment to Fort Bliss.  He met his wife, Gloria, the same day, and they were married a year later.  He has four sons and a vicious little mutt named Wicket.  He enjoys chasing after his boys in their afterschool endeavors (basketball, Cub Scouts and bowling), and has been known to cook up a meal or two on his smoker.  After Ft. Bliss, Billy attended UTEP and completed his Bachelor of Business Administration in Accounting in 2004.

Billy attends Queen of Peace Catholic Church; is an active member in the Sunrise Rotary Club of El Paso; he serves as an Investment Committee member for the Rotary Club of El Paso Foundation; serves as the Chairman of the Better Business Bureau of El Paso Board of Directors; and is a member (past president) of the El Paso Estate Planning Council.

Billy is currently pursuing becoming a Certified Plan Fiduciary Advisor.

Professional Affiliations

Proud-CFP
NAPFA-Registered-Financial-Advisor