During his 24-year career, Brian has been able to expand his passion for financial planning and investment management. Brian co-founded Boyd Wealth Management, LLC in May of 2018.
Credentialed and committed to education, Brian and his team have honed their niche in helping business owners achieve financial independence, particularly those within five years of an exit or those who have recently experienced a liquidation event.
Brian has passionately served as a member of the Advisory Council to the Make-A-Wish® Foundation of Northeastern California and Northern Nevada.
Brian and his wife Susan live in Sacramento and have two young boys, Cameron and Graeme. In his free time, Brian enjoys golf and travel.
Brian has earned his:
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Driven by his passion for helping people and commitment to ongoing education, Ryan has become an expert in financial planning. He is known for his ability to simplify complex concepts while developing easy to implement strategies for clients to accomplish their goals. Ryan brings to the team an established service record, a wealth of knowledge, and skill in helping business owners in transition. He enjoys building long-term relationships with clients and will go out of his way to provide exceptional service.
Ryan lives in Roseville with Shannon and enjoys reading and watching sports.
Ryan started his financial planning career in 2007 while completing his MBA at California State University, Sacramento. Prior to joining our team in March 2012, he was the Director of Investment Services for Northwestern Mutual in Sacramento. Ryan cofounded Boyd Wealth Management, LLC in May 2018.
He has earned his:
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Kait joined our team in August of 2018. Beginning her career in financial services in 2011, Kait brings valuable management and client service experience to our firm. Her primary role is compliance oversight, with her previous experience having been centered around investment operations management and adviser supervision. You’ll also find Kait making sure our office is running smoothly and organizing various client education and appreciation events. Ongoing professional development has been essential to her success, including attaining both sales and supervisory securities licenses for her prior role.
Kait and her husband, Kelly, live in West Sacramento. Their love for animals keeps their family growing, currently comprised of two dogs and three cats. In her free time, she has a passion for good food and travel. Kait received her bachelor’s degree in Anthropology from California State University, Sacramento.
Mark joined our team in 2019. He supports the implementation and monitoring of clients’ plans by opening and monitoring investment accounts and overseeing day to day operations. Mark is originally from San Diego, but has also lived and studied in Beijing, China. He participates in a variety of adventure sports and enjoys exploring the Sacramento area with his dog Pip when he isn’t working.
Mark earned his bachelor’s degree in International Business from San Diego State University and is currently completing the curriculum to become a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Read more about Mark's qualifications here.