Boyd is driven by a passion for helping others. He specializes in retirement planning, tax-efficient cash-flow strategies, and serving multi-generational families. He has a deep understanding of the complex issues that family wealth presents. To help address these unique needs, Boyd employs a sound, disciplined investment approach to help clients build for the future and protect their wealth. His guiding principles are to build trust in every relationship through integrity, experience, and diligence.
Boyd began his career as a financial advisor more than two decades ago. In 2003, he earned the Certified Financial PlannerTM designation (CFP®). The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. CFP® certificants also agree to meet ongoing continuing education requirements. Prior to joining the financial services industry, he earned a BBA in Finance from the University of Wisconsin – Whitewater.
A Wisconsin native, Boyd and his wife Diana reside in West Bend and have three adult children. In his spare time, Boyd enjoys golfing, mountain biking and traveling. The Jantos take an annual trip in their RV to Lake Lanier outside of Atlanta.
Boyd has a strong sense of community. As a former collegiate runner, he has shared his love of athletics by coaching many years of high school track and cross country. He was recently inducted into the West Bend Athletic Hall of Fame. Boyd also serves on the Board of Directors as the Treasurer for the Kettle Moraine YMCA and as a Board Member for the West Bend Columns Scholarship Foundation.
Insurance licensed in the following states: CA (Lic. # 4077613)
Resident State - WI