As an Associate Advisor at Boyd Wealth Management, I specialize in crafting comprehensive financial plans for our clients and guiding them through potential retirement pitfalls. With a background in the financial services industry since 2018, I've gained valuable experience at Charles Schwab, Fidelity Investments, and Northwestern Mutual.
I approach financial advising with a strong commitment to the fiduciary standard, ensuring that our clients receive top-notch guidance. I thrive on unraveling answers to complex scenarios and presenting findings to clients who may lack the time, skill, or inclination to do it themselves. Navigating the complexities of finance to help families achieve their envisioned lives is a challenge I embrace daily, constantly seeking to enhance my knowledge.
Originally from Reno, Nevada, I relocated to attend California State University, Sacramento, where I earned my Bachelor of Arts in Economics. Additionally, I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Currently residing in Folsom with my wife, Pamela, and our dog, Oscar, I find joy in playing and watching basketball and football, exploring hiking trails, and discovering local breweries.
CA License #0L78774