Sidney, OH South Main Av Office

Cheryl Boyer is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp. She has been with the firm since 1986 and has worked as an advisor since 1989. Outside of her advisory role, she is involved with The Gregory Reyes Foundation as a consultant and volunteer. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a mix of model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Julie Fuller is a financial advisor with Money Concepts Capital Corp in Sidney, OH, holding a Series 66 credential and three years of industry experience. She has worked at Money Concepts Capital Corp since 2022 and concurrently provides tax preparation services through Boyer Financial Group, Inc. Outside of advising, she is employed in the health insurance sector. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, adviser-designed portfolios, and third-party sub-advisers, managing approximately $3.33 billion across 14,700 clients.