Directory

Thrivent is a Fortune 500 diversified financial services organization, providing advice, investments, insurance, banking and generosity programs and solutions so people can make the most of all they’ve been given. We believe money is a tool, not a goal We’ve inspired generations to make financial choices guided by their Christian values. We provide the expertise and support that enable our clients to take care of themselves and others. Everything we do is in service of our clients Our unique business model as a fraternal benefit society allows us to take a client-focused, long-term view to all we do and the investments we make—helping people and their communities thrive. A legacy of fulfilling promises We understand and treasure the responsibilities entrusted to us and are dedicated to fulfilling the promises we make to our clients—whether they’re protecting their finances, investing for the future or generously giving back to others.  

I help individuals and families pursue their financial goals by creating realistic and detailed financial plans. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needs and concerns in order to provide them with appropriate help for their unique circumstances.

Boyce & Associates Wealth Consulting Boyce & Associates (B&A) is a fee-based investment advisory firm registered with the SEC, providing full-service financial planning and investment services to private clients, including families, trusts and estates, endowments, foundations, and other non-profit entities, retirement plans, and business and business owners. Some of the characteristics of the firm include: Founded in 2017 in Cedar Park, Texas. Stable and experienced staff of nine internal professionals. Conservative philosophy & disciplined investment process. The mission of Boyce & Associates Wealth Consulting is to achieve consistent, competitive investment returns for our clients based on a thorough understanding of their financial goals and objectives. We will carry out our mission efficiently and ethically. We will be accessible to our clients and provide timely and accurate communications. We will also provide our team with the tools and resources necessary to serve our clients.

Edward Jones, Greg Rollo As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. But we're not alone. Thousands of people and advanced technology support our office, so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Overwhelmed? Overcommitted?   Do you manage your own finances, but don't have the time or capacity? Do you manage the finances of someone else and need a 3rd party or boundaries? Had a life transition that has left your personal finances in a tizzy and you need help getting things under control? Do you have Clients that need that "roll up your sleeves" help that your firm doesn't provide? As a Daily Money Manager, I help folks with their personal finances and household administration. This can be from simple bill paying/reconciliation to help older folks age in place; taking over the household finances for busy professionals; special organizing and consulting projects; "business side" estate administration services for harried executors. Leveraging an MBA and 20 years of small business ownership and management consulting experience along with experience in process/workflow, accounting, taxation, finance, project management, investments, and more to help be the mortar that ties your other professionals from attorneys through wealth managers together. Background-Checked, Bonded, Insured, & Transparent.