Boyce & Associates Wealth Consulting, Inc.

Karl Van Reusen is a CFP® professional with 14 years of experience in financial advising. He is currently with Boyce & Associates Wealth Consulting, Inc., where he has worked since 2018. His prior experience includes roles at Edward Jones and Wells Fargo Clearing. Boyce & Associates Wealth Consulting serves individuals, including high-net-worth clients, corporate pension and profit-sharing plan sponsors, and charitable organizations. The firm offers asset management, financial planning, and specialized services such as retirement plan consulting, business valuation, college planning, and divorce financial analysis, employing an investment approach that incorporates Modern Portfolio Theory alongside fundamental, technical, cyclical, and quantitative analysis.

Jonathan Mcquade is a CFP® with 12 years of industry experience, currently serving at Boyce & Associates Wealth Consulting, Inc. He has held roles at several firms, including BKA Wealth Consulting and Seven Cedars Wealth Management. Outside of his advisory work, he is involved with the Lake Travis Youth Association as a Youth Referee Assignor for the Soccer Club. Boyce & Associates Wealth Consulting advises individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations, offering asset management, financial planning, and specialized services such as retirement plan consulting and business valuation. The firm uses a varied investment approach incorporating Modern Portfolio Theory and multiple analytical methods, tailoring portfolios to clients’ financial situations and goals.

Lindsey Sharpe is a financial advisor at Boyce & Associates Wealth Consulting, Inc. with 12 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones from 2014 to 2018. In addition to her advisory role, she volunteers with Imagine College Consulting, providing educational and vocational advice to students. Boyce & Associates Wealth Consulting serves individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations, offering tailored asset management and financial planning services. The firm uses Modern Portfolio Theory alongside fundamental, technical, cyclical, and quantitative analyses, and provides specialized services including retirement plan consulting, business valuation, college planning, and divorce financial consulting.

Sean Pfeiffer is a financial advisor at Boyce & Associates Wealth Consulting, Inc. He holds a Series 65 designation and has five years of industry experience. In addition to his advisory role, he serves as President and Broker for Downtown Buzz Inc d/b/a Reference Insurance, a non-investment related insurance agency. Boyce & Associates Wealth Consulting serves individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations, offering customized asset management and financial planning. The firm incorporates Modern Portfolio Theory and various analytical approaches in its investment process and provides specialized services such as retirement plan consulting, business valuation, college planning, and divorce financial analysis.

Ian Kloc is a CFP® professional with four years of industry experience, currently with Boyce & Associates Wealth Consulting, Inc. He previously worked at Watkins Insurance Group and has experience in both financial services and other sectors, including retail and pool services. Boyce & Associates Wealth Consulting serves individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations by providing asset management, financial planning, and specialized services such as retirement plan consulting, business valuation, college planning, and divorce financial analysis. The firm’s investment approach incorporates Modern Portfolio Theory alongside fundamental, technical, cyclical, and quantitative analysis, offering tailored portfolios managed on a discretionary or non-discretionary basis.

Thomas Kemler Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Boyce & Associates Wealth Consulting, Inc., where he has worked since 2019. Prior to that, he was self-employed for 15 years and worked at Hester Capital Management, L.L.C. for four years. Boyce & Associates Wealth Consulting serves individuals, including high-net-worth clients, corporate pension and profit-sharing plan sponsors, and charitable organizations. The firm offers asset management, financial planning, and specialized services such as retirement plan consulting, business valuation, college planning, and divorce financial consulting. Its investment approach incorporates Modern Portfolio Theory alongside fundamental, technical, cyclical, and quantitative analysis, with portfolio management tailored to each client’s financial situation and goals.

Eric Boyce is a CFA® charterholder with 23 years of industry experience. He is affiliated with Boyce & Associates Wealth Consulting, Inc. and has held roles at firms including Hester Capital Management and Merrill. Outside of financial advising, Boyce is involved in several business ventures including a business consulting firm, a liquidation resale business, a co-working facility, and media and education technology enterprises. Boyce & Associates Wealth Consulting serves individuals, corporate pension and profit-sharing plan sponsors, and charitable organizations with asset management, financial planning, and specialized services such as retirement plan consulting and business valuations. The firm customizes portfolios based on client goals and risk tolerance, utilizing a range of analytical approaches and offering both discretionary and non-discretionary management.

Kelly Griggs is a financial advisor at Boyce & Associates Wealth Consulting, Inc. with eight years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Park Avenue Securities and Guardian Life Insurance Co. of America. Outside of her advisory role, she leads a networking group for businesswomen called Networking BossBabes. Boyce & Associates Wealth Consulting serves individuals, including high-net-worth clients, corporate pension and profit-sharing plan sponsors, and charitable organizations. The firm offers asset management and financial planning alongside specialized services such as retirement plan consulting, business valuation, college planning, and divorce financial consulting, utilizing a portfolio management approach informed by Modern Portfolio Theory and various analytical methods.