Loyd Financial Management, Inc

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Don is a CERTIFIED FINANCIAL PLANNER™ Practitioner with over 25 years of experience in the investment and financial planning business. As a fee-based advisor, Don provides honest, straightforward, and objective advice. He is interested in developing long-term, mutually beneficial relationships with clients that are built on the highest levels of trust, integrity, and service.

Megan’s primary role at Loyd Financial Management, Inc. is to manage the daily operations of the firm as well as assist and serve the firm’s clients. She has over ten years’ experience in a professional office setting working as an administrative assistant and office manager. Megan prides herself in having a positive attitude and is dedicated to serving the needs of each client. She holds an Associate of Applied Science degree in Business Technologies.

Megan was raised in Pittsburgh, PA, but has been living in beautiful CO for over 18 years. Megan is very active and loves to travel, hike and do yoga. She is grateful to be living near her family and enjoys spending quality time with them whenever possible.

Donald P. Loyd, J.D., M.B.A., CFP®, has been in the financial planning industry for over 25 years, providing objective advice and consultation to his clients. He holds a bachelor's degree in business (BBA) from the University of Miami as well as a master's degree in business (MBA) and a law degree (JD) from the University of Denver.

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