Qualifications

Donald P. Loyd, J.D., M.B.A., CFP®, has been in the financial planning industry for over 20 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.

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 maintains membership in the Financial Planners Association as well as the Colorado and Arapahoe Bar Associations.

Active within his community, Don is a member of the Rotary Club of Englewood, Colorado and has served as the club's treasurer as well as on the Board of Directors. Since 1990, he has served as an arbitrator for the Financial Industry Regulatory Authority, Inc. (FINRA).  He has also served as an expert witness in various FINRA securities-related arbitration cases.   

Vicki Bernarding - Office Manager

Vicki has 15+ years experience, most recently in Professional Services -Commercial Real Estate and Public Accounting organizations. Key strengths include excellent communication skills, attention to detail and exceptional organization skills. Vicki is a people person and enjoys working with clients to assure them they are being well taken care of.

Vicki's role at Loyd Financial Management is to assist Mr. Loyd in the operation of his financial planning practice, while helping to maintain the highest level of standards in customer service.  Vicki brings dedication, an incredible work ethic and great energy to the firm.