Advisors at this firm
Emily K
CFP®, Series 65
West Des Moines, IA
Boyle Capital
Emily Koonce is a CFP® and Series 65-registered advisor with Boyle Capital, where she has worked since 2018. She has five years of industry experience, including a prior role at Sterling Financial Advisory Services. Before entering the financial sector, she held positions within several Iowa school districts and at Iowa State University. Boyle Capital provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $298 million in client assets and employs a range of strategies including fundamental analysis, options writing, and the use of derivatives, tailoring investment advice to clients’ goals and risk tolerance.
Ryan O
Series 63, Series 65
West Des Moines, IA
Boyle Capital
Ryan O'Hare is a financial advisor at Boyle Capital in West Des Moines, Iowa, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Boyle Capital since 2014. Boyle Capital serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers investment advisory and financial planning services, managing approximately $298 million in client assets through a range of portfolio management strategies, including a wrap-fee program and discretionary portfolio management.
David M
Series 65
West Des Moines, IA
Boyle Capital
David Merritt is a financial advisor at Boyle Capital with 25 years of industry experience and holds a Series 65 designation. He has been with Boyle Capital since 2016 and also serves as a CPA and majority owner at Sterling Financial Advisory Services, a CPA firm in West Des Moines, IA. Additionally, he maintains a CPA role at Brinkman & Reed, CPAs. Boyle Capital provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $298 million in client assets, offering portfolio management through a wrap-fee program and tailored investment strategies that include the use of derivatives and margin when appropriate.
Brian B
Series 63, Series 66
Scottsdale, AZ
Boyle Capital
Brian Boyle is a financial advisor at Boyle Capital with 25 years of industry experience. He has been with Boyle Capital Management, LLC since 2004. Boyle holds Series 63 and Series 66 designations. Boyle Capital provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $298 million in client assets and employs a manager-of-managers approach, discretionary portfolio management, and a range of investment strategies including fundamental analysis, options writing, and the use of derivatives and margin when appropriate.