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. 

Julie Whitfield - Operations Manager/Administrative Assistant 

Julie joined Loyd Financial Management in November 2024. Prior to joining the firm, she worked throughout the healthcare field for over ten years assisting patients with scheduling and billing. Her goal at Loyd Financial is to make every client feel welcome and to provide outstanding customer service and support for each client's unique needs.

In her free time, Julie loves exploring the Colorado mountains. She also enjoys painting, illustration, and nature photography and utilizes her love for nature to inspire her passion for art.

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