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Loyd Burleson III 

Client Service Specialist

Loyd joined Financial Freedom for Dentists with the aspiration to serve clients as a financial advisor in the dental niche.  He contributes his skills, work ethic, passion for financial planning and integrity by assisting clients, participating in client meetings, processing paperwork and initiating follow-up. 

Fast Facts

  • Built and maintains trackers for client and internal service standards and goals.  Previously, worked for an investment firm in Idaho Falls, ID as an intern while attending college.

  • Achieved Business Finance BS July 2020 from BYU-Idaho as a leadership scholarship recipient and an active member of the Wealth Management Society, using financial modeling software to create present financial plans to a board of financial advisors.

  • Completed "Foundations of Financial Planning" coursework and is thrilled to begin earning his Certified Financial Planner designation.

 

  • Handled bookkeeping, customer relationships, inventory management and developed training manuals as a manager in his family pizza business in Ephrata, WA.

  • Served 2 years as a full-time representative in Washington, D.C. area communicating with people from various parts of the world.

Serving others is one of the most fulfilling things I have done with my life.

Fun Facts

  • Played 3 sports in high school (football, basketball and track) & is an avid fanatic of the Oregon State Beavers, Portland Trail Blazers and the Seattle Seahawks.

 

  • Loves the Pacific Northwest-- born and raised in Ephrata, WA.

  • Married to his dream girl, Katie, and became a dad when Marjorie, his first daughter was born in March, 2020.