The Team
The team at Boyer Financial Services consists of industry leaders, veteran asset managers, financial planners, and seasoned financial professionals in their own right. We focus on client-centric services, personal relationships, and clear communication. Taking an active role in the client/advisor relationship.
Mark H. Boyer
President
Mark brings over 30 years of experience in financial services, combining deep industry knowledge with the discipline and teamwork he developed as a former NFL player. His unique background allows him to approach wealth management with both strategic insight and a strong sense of purpose.
As the founder of Boyer Financial Services, Mark is passionate about helping clients build lasting legacies through thoughtful planning, values-based decision-making, and long-term relationship building.
When he’s not working with clients, Mark enjoys spending time with his family, serving in his church community, and mentoring the next generation of leaders—both on and off the field.
Jason R. Jacobi
CERTIFIED FINANCIAL PLANNER™ & Wealth Advisor
Jason is a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience in the financial services industry. A Newport Beach native and former collegiate football player, he brings both discipline and a client-first mindset to every relationship.
With expertise across 70+ areas of financial planning, Jason specializes in helping individuals, families, athletes, and business owners navigate complex financial decisions with clarity and confidence. His background in hospitality fuels his passion for creating tailored, high-touch client experiences.
Outside of work, Jason enjoys life with his wife, Melissa, and their three sons—Jaxon, Luca, and Miles. You’ll often find them on walks in their neighborhood, dancing and BBQing in their back yard, or playing sports.
JD MacWillie
Chief Compliance Officer
JD oversees all aspects of compliance at Boyer Financial Services, bringing a strong background in education and regulatory standards. A graduate of USC’s Rossier School of Education, he began his career teaching before moving into the hospitality and compliance sectors.
Known for his attention to detail and commitment to excellence, JD helps ensure that every aspect of the firm’s operations meets the highest standards.
Outside of work, JD enjoys life with his wife, Carlie, and their two daughters, Josie and Janna. They also carry the memory of their daughter Emma, whose life continues to inspire their family. He’s often found swimming with his kids, walking the beach, or serving in his local church.
Carlie MacWillie
Client Services Manager
Carlie graduated from Vanguard University in 2015 with a degree in Business Administration. She began her journey at Boyer Financial Services through an internship and has since grown into her role managing all aspects of the client experience with warmth, care, and attention to detail.
She’s passionate about creating meaningful connections and ensuring every client feels supported at every stage.
Outside the office, Carlie enjoys life with her husband, JD, and their two daughters, Josie and Janna. Their family also honors the memory of their daughter Emma, who went to be with Jesus in 2020. Carlie loves playing games, walking the beach, and staying active in her church community.
Janna Boyer
Operations Manager
Janna graduated from Long Beach State in 1989 with a degree in Business and has overseen the business and accounting operations at Boyer Financial Services since 2002. Her steady leadership ensures the firm runs smoothly and is built to thrive for generations to come.
Married to Mark for over 40 years, Janna is a proud mom of five and grandmother to 19 (and counting). She loves spending time with her family, biking, playing with the grand babies, and staying active at church.
