You don’t need a big team of advisors, planners, and managers to help you prepare for a rewarding financial future. You need the right team, with the right experience, knowledge, and commitment to your current and future financial well-being. That’s exactly what you get at Enterprise Investment Planning.
Integrity. Experience. Dedication. Helping You Achieve Your Life Goals.
William Haskins, who goes by Billy, has spent the better part of his life devising winning strategies. As the quarterback at the University of Kentucky, he had to study the field, recognize obstacles and opportunities, and find a way to accomplish his goal. He’s long ago traded in his uniform for business attire, but still thrives on finding ways to help people win.
He does this today by building strong relationships with is clients. He’s been working with individuals and businesses in the Wiregrass area for 15 years — and has worked with many of his clients the entire time. He’s not interested in meeting with a client once, selling them a few products, and then moving on to the next client. Billy believes his ultimate role is to individually and carefully guide his clients through the financial marketplace, in all economic climates, by creating and managing strategies for them to achieve their life goals.
He also is committed to absolute transparency and clarity with his clients. Billy wants his clients to understand every aspect of their current position and long-term goals — and to have a thorough understanding of the products and services they are utilizing to achieve them. He realizes his clients are trusting him with their lives — their futures — and they must have absolute confidence in his integrity, knowledge, and experience.
Billy is a Registered Principal and Investment Advisor Representative with Private Client Services. He maintains the Series 7, 24, and 63 registrations and is also Life and Health insurance licensed. Billy had a successful collegiate football career at the University of Kentucky and was named Team Captain for the 1996 season and Most Valuable Offensive Player the same year. Billy left Kentucky after a coaching change and completed his degree in Finance at the University of Rhode Island. Billy and his wife have two young sons and enjoy spending time outdoors and at the beach.
Laura is an absolute pro when it comes to organization, management, customer service, and so much more. She joined Enterprise Investment Planning in 2012 and truly is the heartbeat of the organization. She’s your first point of contact, and someone you can trust to get you whatever you need, when you need it, every single time. Laura has several years of administrative experience in insurance, marketing, and sales. She’s a graduate of Troy University and lives in Enterprise with her husband, Bryan, and their two daughters, Amy Kate and Scout.