As the Managing Partner and CFP® at Boyd Wealth Management, my primary responsibilities involve helping a select group of busy, successful people chart a well-defined path to reach their financial goals. With over 27 years of experience in the financial services industry, I previously worked as a wealth advisor at Northwestern Mutual for more than 20 years. What motivates me in my work is helping people with our process, organization, and service. Throughout my career, I have obtained both my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and my Chartered Financial Consultant® (ChFC®) designation in order to better serve my clients’ needs. I believe that the greatest value I can provid