Boyce & Associates Wealth Consulting, Inc.

Karl Van Reusen is a CFP® with 13 years of industry experience, currently serving as an advisor at Boyce & Associates Wealth Consulting, Inc. He previously worked at Edward Jones from 2014 to 2018 and has been with BKA Wealth Consulting, Inc. since 2018. Outside of his advisory role, he is an independent licensed insurance agent who occasionally offers insurance products to clients. Boyce & Associates Wealth Consulting provides asset management and financial planning services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm employs a variety of analytical approaches and offers comprehensive services including retirement plan advisory, business valuation, and insurance solutions.

Jonathan McQuade is a CFP® and holds a Series 66 license, with 11 years of experience in the financial advisory industry. He has worked at Boyce & Associates Wealth Consulting, Inc. since 2018, following roles at Seven Cedars Wealth Management LLC and Austin Wealth Management, LLC. Outside of his advisory work, he serves as a Youth Referee Assignor for the Lake Travis Youth Soccer Association. Boyce & Associates Wealth Consulting provides asset management and financial planning services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm employs multiple analytical approaches and offers ERISA-focused retirement plan advisory services, business valuation, cash management partnerships, and insurance solutions.

Lindsey Sharpe is a Series 66-licensed advisor at Boyce & Associates Wealth Consulting, Inc. in Cedar Park, TX, with 11 years of industry experience. She previously worked at Edward Jones before joining BKA Wealth Consulting, Inc., where she serves as an Investment Adviser Representative and is involved in insurance sales. Outside of her advisory role, Lindsey volunteers with Imagine College Consulting, providing educational and vocational advice to high school and college students. Boyce & Associates Wealth Consulting offers asset management and financial planning services for individuals, high-net-worth clients, corporate pension plans, and charitable organizations. The firm employs multiple analytical approaches for portfolio management and provides specialized retirement-plan advisory services within an ERISA fiduciary framework.

Sean Pfeiffer is a financial advisor at Boyce & Associates Wealth Consulting, Inc. with four years of industry experience. He holds a Series 65 designation and has been with the firm since 2021. Outside of advisory work, 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 provides asset management and financial planning for individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm employs a variety of analytical approaches and offers ERISA-focused retirement-plan services, business valuation, cash management partnerships, and insurance solutions.

Ian Kloc is a CFP® and holds a Series 65 license, currently serving as an advisor at Boyce & Associates Wealth Consulting, Inc. He has three years of industry experience, including prior roles at Watkins Insurance Group and BKA Wealth Consulting, Inc. Boyce & Associates Wealth Consulting provides asset management and financial planning for individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm uses a combination of tailored asset allocation and multiple analytical approaches, offering both discretionary and non-discretionary account management along with ERISA-focused retirement plan advisory services.

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, following 15 years as a self-employed advisor. Boyce & Associates Wealth Consulting serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm combines tailored asset allocation with multiple analytical approaches and offers services including portfolio management, financial planning, and ERISA-focused retirement-plan advisory.

Eric Boyce is a CFA® charterholder with 23 years of industry experience. He is principal at Boyce & Associates Wealth Consulting, Inc. in Cedar Park, TX, and has held roles at BKA Business Consulting, LLC and Integrated Wealth Strategies. Outside of his advisory work, Boyce owns and partners in several businesses including a liquidation resale business, a co-working facility, and a media enterprise. Boyce & Associates Wealth Consulting provides asset management and financial planning services for individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm integrates multiple analytical approaches and offers specialized services such as business valuation, certified divorce financial analyst consulting, and ERISA-focused retirement plan advisory.

Kelly Griggs is a financial advisor at Boyce & Associates Wealth Consulting, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BKA Wealth Consulting, 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 provides asset management and financial planning for individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, certified divorce financial analyst consulting, and college planning, employing multiple analytical approaches and maintaining specialized ERISA fiduciary capabilities.