Billie Paveglio
Billie Paveglio helps clients get clear, organized, and confident about their money—especially around retirement timelines, investments, cash-flow, and estate considerations. Clients appreciate her steady manner, plain-English explanations, and follow-through from the first conversation to the final checkbox.
Billie earned a B.S. in Business Administration from Michigan Technological University (2001).
Before Northern Edge, she served local families at a regional advisory team recognized by Forbes Best-in-State Wealth Management Teams (2023, 2024), experience that sharpened her planning process and service routines.
Billie is registered to provide investment advice and brokerage services and has passed the SIE, Series 7, and Series 66 exams.
Focus areas: retirement planning strategies, family finances, investment implementation, cash-flow and beneficiary organization, and coordination with tax/estate professionals.
Outside the office, you’ll find Billie enjoying life in the U.P. with family and friends, taking full advantage of four seasons on the lake and trails.
Areas of Expertise
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Billie Paveglio
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Billie
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Whether you're planning for retirement, navigating a life transition, or simply want more clarity around your investments,
Billie
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