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Emily K
CFP®, Series 65
West Des Moines, IA
Boyle Capital
Emily Koonce is a CFP® with six years of industry experience and has been with Boyle Capital since 2018. She previously worked at Sterling Financial Advisory Services and held roles in the Johnston and Clarke Community School Districts. Boyle Capital provides investment advisory services to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm uses fundamental analysis and offers portfolio management through a wrap-fee program, manager-of-managers selections, and fee-based financial planning.
Ryan O
Series 63, Series 65
West Des Moines, IA
Boyle Capital
Ryan O’Hare is a financial advisor with Boyle Capital in West Des Moines, IA, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has worked at Boyle Capital since 2014 and previously held positions at Wells Fargo Clearing, Dewaay Capital Management, and VSR Financial Services. Boyle Capital provides investment advisory services to individual and high-net-worth clients, as well as trusts and retirement plans, offering portfolio management through a wrap-fee program and manager-of-managers selections. The firm employs fundamental analysis and various strategies, including options writing and the use of leverage, while overseeing third-party managers and asset allocation.
David M
Series 65
West Des Moines, IA
Boyle Capital
David Merritt is a financial advisor with Boyle Capital in West Des Moines, IA, holding a Series 65 designation and 26 years of industry experience. He has been with Boyle Capital since 2016 and also maintains roles in CPA firms, including Sterling Financial Advisory Services, where he is a majority owner and CPA, and Brinkman & Reed, CPAs, where he is a part owner and CPA. Boyle Capital serves individual and high-net-worth clients, as well as trusts and retirement plans, offering portfolio management through a wrap-fee program, manager-of-managers selections, and fee-based financial planning. The firm employs a fundamental analysis approach and uses strategies including options writing and leverage, with ongoing portfolio rebalancing and third-party manager oversight.
Brian B
Series 63, Series 66
Scottsdale, AZ
Boyle Capital
Brian Boyle is a financial advisor at Boyle Capital with 25 years of industry experience. He has been with Boyle Capital Management, LLC since 2004. Boyle holds Series 63 and Series 66 designations. Boyle Capital provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $298 million in client assets and employs a manager-of-managers approach, discretionary portfolio management, and a range of investment strategies including fundamental analysis, options writing, and the use of derivatives and margin when appropriate.
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