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Mindy, Rich and Jay |
Meet the Team
Her focus is on continuously developing strategy and improving the firm's processes and suite of services. She also meets personally with clients, frequently acting as liaison with other professionals, such as her clients’ estate planning attorneys. As part of Boyer & Corporon’s comprehensive approach on behalf of its client families, Mindy often coordinates meetings among such key individuals who comprise the family’s professional wealth management team. Mindy was first trained as a Financial Advisor at PaineWebber (now UBS) in 1994, rising to become a Vice President of Investments. Mindy completed the course work to become Certified Financial Planner in 2004 at the University of Missouri Kansas City. The December 2006 issue of On Wall Street named Mindy as one of the top Financial Advisors under the age of 40. Mindy graduated with her Bachelor of Arts degree from the University of Oklahoma in 1990. Now a resident of Stilwell, Kansas, Mindy, her husband and their two children are active supporters of Operation Breakthrough, a local charity helping children who are living in poverty develop to their fullest potential. Mindy is also a board member of the Community Foundation of Johnson County.
Richard has over 27 years of experience in the financial services industry, becoming a Certified Financial Planner in 1988. In 2001, he earned his designation as a Chartered Financial Analyst, joining the ranks of those few professionals worldwide who hold both designations. All client portfolios are managed in-house at Boyer & Corporon, and Richard, as our Senior Portfolio Manager and Research Analyst, is responsible for all asset allocation and security selection. He also meets regularly with clients in order to check progress toward their financial goals. Richard earned a Bachelor of Arts from the University of Kansas. Richard resides in Leawood, Kansas, enjoys spending time with his 3 children and attending the University of Kansas sporting events. |
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