Billie Jo Weis
Senior Client Service Manager | CSS Profile Specialist | Tax Specialist
Billie Jo received her BA in accounting from San Jose State University and quickly attained her CPA license. She has over 20 years of experience in accounting and finance at a variety of companies including Symantec Corp, Thomas Weisel Partners (a San Francisco investment firm) and several Silicon Valley startups. Her most recent experience is in small business bookkeeping, family budget analysis and individual/small business tax return preparation.
As head of the Client Service Manager Team, Billie Jo creates customized college funding plans detailing the most cost-efficient options for parents to pay for college. She identifies income, asset, and borrowing strategies to reduce college costs and increase students’ financial aid eligibility. She also assists clients with the appeals and negotiations process, reviews their award letters, and monitors each client’s progress until all of their children are out of college.
As our senior college funding strategist, Billie Jo also works with our business owner clients to help them identify unique strategies for reducing college costs.
Billie Jo is a mother of three children in middle school. With a passion for family success, she has devoted the past 12 years to her boys’ athletic, social and academic lives, including volunteer work at her children’s schools with programs such as Junior Achievement. Billie Jo is driven and passionate about helping families find the most cost-efficient college financing strategies. With three children soon to enter high school, Billie Jo knows the challenges and concerns of preparing for college firsthand.