BOONE WEALTH - Key Persons
Job Titles:
- Client Services Associate
Cathy is our receptionist and a client services associate here at Boone Wealth.
We are thrilled to welcome Cody back to the team. Cody began his career with MWBoone and Associates as an intern, and later a client services associate from 2013-2016. Cody is excited to be working...
Job Titles:
- Controller
- As Controller, Elizabeth 's Primary Role Is to Mange and Oversee the Day to Day Financial Aspects of the Firm
Ryan joined Boone Wealth Advisors, LLC in October of 2016. With over 15 years of experience in financial services, Ryan's primary roles will include serving clients in the comprehensive...
Job Titles:
- Client Services Associate
We are thrilled to welcome Julia to the team as a Client Services Associate.
Michael Boone is the founder of Boone Wealth Advisors, LLC, which traces its origins back to the start of his self-employed finance career in 1985.
Mike has been featured on national television several times sharing his financial perspectives on CNN, ABC News Tonight and several regional stations. He has been interviewed on many local and syndicated radio shows across the United States and Canada. In print, his perspective and interviews have appeared in publications including The Wall Street Journal, USA Today, Forbes, AP, Reuters and The Chicago Tribune. The Hindustan Times, Kiplinger Retirement Report, Bloomberg Personal Finance and Consumer Reports among many others.
Mike graduated with a BA from the University of Puget Sound with majors in both Business and Psychology. He is a Certified Financial Planner™ (CFP™) licensee and a Chartered Financial Analyst® (CFA® ) charterholder. Michael has continued his education with professional finance and management courses at several business schools and universities including:
• The Sloan School of Management at MIT in Boston
Michael is the owner and founder of Boone Wealth, LLC