Our Qualifications

ANDY BOYD is a graduate of Brigham Young University's School of Business with a Master of Business Administration. He has over 20 years experience in the brokerage industry and is a Registered Investment Advisor. He lives in Lake Arrowhead, has four kids, one of whom is in Taiwan.

ROB BOYD graduated from Brigham Young University in 1984 with a degree in Economics, a minor in Computer Science and a specialization in Tax Accounting. He is a Registered Investment Advisor and has over 15 years experience in the brokerage industry. He keeps this web site up to date.

GREG WALLACE has been a licensed broker for over 25 years. He is a graduate of Union College in Lincoln, Nebraska and advises several pension trust funds with assets totaling nearly $300 million. He enjoys golf and sports a eight handicap.

JANET HITE has been an office manager for three different firms in the financial industry and has over 17 years experience. She spends most of her free time carting her son to hockey practice and games.

CHARLES WORMAN joined us in November 2002.  He