Meet Our Team

Don Loyd - President

Donald P. Loyd, J.D., M.B.A., CFP®, has been in the financial planning industry for over 30 years, providing objective advice and consultation to his clients. He holds a bachelor's degree in business (BBA) from the University of Miami as well as a master's degree in business (MBA) and a law degree (JD) from the University of Denver.
 

Don is a CERTIFIED FINANCIAL PLANNER™ Practitioner and received his designation in 1991. In 1987, he was admitted by the Supreme Court of Colorado to practice law. Don currently maintains his Colorado attorney's license but does not actively practice law. Don is also an Ed Slott trained IRA Advisor and a member of the Financial Planning Association.

Mr. Loyd has earned industry recognition for his service to clients and has been featured in various Denver Post and Denver Business Journal articles. He previously served as an arbitrator for the Financial Industry Regulatory Authority, Inc. (FINRA) as well as an expert witness in various FINRA securities-related arbitration cases.

Don is a tribal member of the Cherokee Nation and was previously a member of the Rotary Club of University Hills (Denver) and the Englewood, Colorado Rotary Club. 

Megan Bortles - Financial Paraplanner Qualified Professional 

Megan's primary role at Loyd Financial Management, Inc. is to manage the daily operations of the firm as well as assist and serve the firm's clients. She has over 20 years experience in a professional office setting working as an administrative assistant and office manager and is dedicated to serving the needs of each client. Megan earned her Financial Paraplanner Qualified Professional (FPQP) designation in 2020. 

Megan was raised in Pittsburgh, PA, but has been living in Colorado for over 25 years. Megan enoys hiking the beautiful CO trails as well as traveling to different countries and experiencing new cultures.