The mission of The Boyd Financial Group of Wells Fargo Advisors
is to ensure that our clients have sufficient financial resources
throughout their lifetime and the lifetimes of those they care
about. We focus on the financial events that are planned for the
future while staying prepared for events that are a surprise.
Tammi L. Boyd is a 2015 – 2021 Five Star Wealth Manager.Tammi L. B oyd
Senior Vice President – Investments, CA Insurance Lic. 0F0233527201 Puerta Real, Suite 220 • Mission Viejo, CA 92691
Phone: 949-282-2652 • [email protected]
http://www.wellsfargoadvisors.comFIVE STAR WEALTH MANAGER AWARD WINNERWINNERYEAR^7FIVE STAR WEALTH MANAGER AWARD WINNERAmy is a 2015 – 2017 and 2019 – 2021 Five Star Wealth Manager. As
a fi nancial advisor for 20 years, Amy’s mission to build a successful
career centered on inspiring clients, reducing the stress around
fi nancial matters and delivering value by helping clients balance
their fi nancial lives. She advises clients on retirement income and
planning strategies, estate planning strategies, charitable giving,
family fi nances and education savings.Assistant Vice President, Lic. 3235547Amy Elizabeth Roberts303 International Circle, Suite 300 • Hunt Valley, MD 21030
Phone: 443-589-5803 • [email protected]
http://www.seventy2capital.com/amy-robertsWINNERYEAR^6
FIVE STAR WEALTH MANAGER AWARD WINNERFinancial AdvisorMichelle Ann May50 Division Street, Suite 501 • Somerville, NJ 08876
Phone: 908-575-1550 • [email protected]
http://www.ameripriseadvisors.com/michelle.a.mayWINNERYEAR^9I am fortunate to work with an incredible group of clients who
value my holistic approach to financial planning. I strive to deliver
them thoughtful advice with alacrity and transparency. At its core,
financial planning is very much about life transitions. I find it an
honor and a privilege to be able to help my clients navigate and
plan for those transitions.
I am a 2013 – 2021 Five Star Wealth Manager.I am firmly committed to long-term relationships and strive to
deliver exceptional client service. I listen carefully to clients’ goals,
values, aspirations and concerns. Based on this input, I then work
attentively to help them in achieving their financial objectives.CTFA, Investment Advisor Representative235 Eaton Road • Swanzey, NH 03446
Phone: 603-903-0324
ckordys@cfi email.com • http://www.cynthiakordys.comVisionary for the
Long HorizonFIVE STAR WEALTH MANAGER AWARD WINNERCynthia L. KordysCentaurus
Financial Inc.WINNERYEAR^2
FIVE STAR WEALTH MANAGER AWARD WINNERFinancial
Resilience Is KeyFinancial Planner, CASL®, WMCP®Sara Enos20 Congress Street • Marshfi eld, MA 02050
Phone: 781-319-1499 • senos1@baystatefi nancial.comWith 19 years of investment advisory experience, my goal is
to become a lifelong, trusted advisor to my clients. Superior
customer service and an educational approach set me apart from
my competition. Contact me for realistic guidance and expert
advice during these highly uncertain times.Baystate Financial
- Goal-focused
- Customized solutions
WINNERYEAR^6FIVE STAR WEALTH MANAGER AWARD WINNER2021 Five Star
Wealth ManagerP3500 American Blvd. W, Ste. 675 • Bloomington, MN 55431
Phone: 952-893-5555
[email protected] • http://www.lfamn.comLaura A. Biermann
CFP®, Vice President, Principal OwnerLaura strives to provide clarity and guidance, considering your
unique needs, lifestyle and vision. With over 10 years of experience
in the industry, Laura has worked with individuals and families at
different stages of life and through various transitions. Legacy’s
priority is to help you navigate life’s changes and bring you peace of
mind through open communication, honesty and integrity.