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.
Meet the
Team
Behind every financial plan is a team of people who genuinely care — about your goals, your family, and the legacy you're building. Grit, integrity, and purpose run through everything we do.
Driven by Purpose.
Boyer Financial Services was built by people who understand what it takes to perform under pressure — and who bring that same discipline, accountability, and heart to every client relationship.
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 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 HNW individuals, multi-generational 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 time with his wife, Melissa, and their three sons — Jaxon, Luca, and Miles. You'll often find them on walks, dancing and BBQing in their backyard, or playing sports.
JD oversees all aspects of compliance at Boyer Financial Services, bringing a strong background in education, regulatory standards, and disciplined performance. A graduate of USC's Rossier School of Education, he began his career teaching before transitioning into the hospitality and compliance sectors.
JD was also a collegiate track and field athlete, competing in both pole vault and the decathlon — an experience that shaped his attention to detail, resilience, and commitment to continuous improvement, all of which he brings into his role today.
Outside of work, JD enjoys life with his wife, Carlie, and their three daughters, Josie, Janna, and Elsie. They also carry the memory of their daughter Emma, whose life continues to inspire their family.
A former Division I offensive lineman at both Fresno State and UCLA, Markus understands the standard it takes to prepare, perform, and lead at a high level. He's also spent years operating in high-performance, private environments, bringing a unique level of discretion, organization, and attention to detail into his work today.
Markus brings a relationship-first approach, grounded in trust, accountability, and long-term thinking — core principles that define everything we do at Boyer Financial Services.
Outside of the office, he spends his time with his wife Cassidy and their son Bane, staying active and prioritizing family.
Everything Running
Behind every great advisor team is an exceptional operations and client services team — ensuring every client interaction is seamless, every detail is handled, and the firm operates with precision and care.
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 three daughters, Josie, Janna, and Elsie. Their family also honors the memory of their daughter Emma. Carlie loves playing games, walking the beach, and staying active in her church community.
Katy brings over thirty years of invaluable experience as an office manager to Boyer Financial Services. Katy is thrilled to be a part of our team, where her compassion for helping people truly shines. Her strong work ethic and exceptional attention to detail ensure that every client interaction is handled with precision and care. A lifelong learner, Katy is always seeking to expand her knowledge.
Outside of work, she is deeply committed to her family, friends, and church family. She enjoys hiking and camping with her husband, Nate, and their two children, Charlie and Dane, and can often be spotted walking their dog, Daisy.
Melissa Jacobi leads the firm's brand strategy, marketing, and growth initiatives. She is passionate about communicating the firm's mission in a way that is clear, thoughtful, and relationship-driven.
Before joining Boyer Financial Services, Melissa served as Sr. Manager of Multimedia Marketing and Partnerships at Newport Beach & Company, supporting more than 450 restaurants through multi-platform campaigns. She has been recognized with Destinations International's 30 Under 30 and the California Travel Association's Emerging Leader award.
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 in her church.
Shared Values
Every member of the Boyer Financial Services team was chosen not just for their credentials — but for their character. We believe the way a team treats each other is the way they'll treat their clients.
Grit. Integrity. Compassion. Purpose. These aren't words on a wall — they're the standards we hold ourselves to every day, in every conversation, with every family we serve.
Built by athletes who understand that preparation, discipline, and teamwork determine outcomes — in sports and in financial planning.
We are legally and personally obligated to act in your best interest. No exceptions, no conflicts, no proprietary products.
Integrity isn't a policy — it's a conviction. We do what's right because it's right, not because we're being watched.
We think in generations. The decisions we help you make today are meant to benefit the people you love for decades to come.
Ready to Work With
Our Team?
Let's start with a conversation. Schedule a complimentary consultation and meet the team that will be in your corner — for the long game.