Who I Am
Boyd has thirty years of financial experience in the fields of investment & financial planning, tax and accounting, and personal real estate investment. Boyd started his career professionally in the financial statement audit world of public accounting, and transitioned into the tax, accounting and small business consulting before the age of 30. After building and selling a tax & accounting practice with his wife, Sharalee, the two have been fully engaged in the financial services and planning industry for two decades.
Specialization
Business owners, Retirees, Retirees-to-Be and First Generation Wealth Creators that aspire to pass a legacy of financial stewardship and generosity to their future generations.
Hobbies
As a life long Minnesota Vikings and Chicago Cubs fan, I am either very patient or my marriage of 30 years to my business partner, Sharalee, would be a forgone conclusion, because I am loyal and committed.
In another favorite role – as a father – I have been voted Best Dad for 22 years in a row. Yes – it’s incredible. Note: the survey results are unverified, and may not have been adequately circulated to assure an objective result.
My Commitment
A strong believer of practicing what we preach, Boyd is a passionate advocate for helping clients build their best financial lives, and inspiring their future generations to build upon that foundation.
Favorite Books, Mottos, Quotes
If you do the work, you can call the shots
Other Info
State: Colorado (CO)
Date Joined: 8/21/2023
