Staff
As a Wealth Management Advisor for the Northwestern Mutual Financial Network, Brian Boyd is committed to helping clients with their concerns for their financial needs or those of their family or business.
Brian takes customer service very seriously and so does his staff. Together, they are committed to providing exceptional customer service to all of their clients. If at any time you have a question, concern or need, please contact Brian Boyd or a member of Brian's team.
Charlotte C Matz
Operations Manager
charlotte.matz@nmfn.com
(916) 929-7200 x6466
Charlotte has been with Northwestern Mutual since 2002, and with Brian Boyd since 2004. She holds the Professional Designation of Chartered Financial Consultant. Charlotte specializes in opening and servicing Brokerage and Advisory Investment accounts and annuities. She also researches and develops Investment Portfolios and does comparative analysis.
As an Associate Financial Representative, she is fully licensed in Mutual Funds, Variable Annuities, Life, Health and Disability Income insurance. She enjoys building long-term relationships with our clients, and will go out of her way to provide exceptional customer service.
Please contact Charlotte with any of the following needs:
- Questions about or service on your investment or retirement accounts
- Contributions or distributions
- Transferring assets from another account
- 401(k) or Simple IRA Rollovers
- Changing a beneficiary on your IRA
- Registering your accounts under a Trust
- Opening Individual, Joint, Retirement, College Savings or Trust accounts
In her free time, Charlotte enjoys camping, photography, gardening, music and reading. She has been married since 1980 and has two sons.
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LaNee S Lyons
Associate Financial Representative
lanee.lyons@nmfn.com
(916) 929-7200 x6404
LaNee Lyons has been with Brian Boyd's team since 2007. LaNee has 8 years of administrative experience and is currently enrolled at American River College and Sacramento City College where she is majoring in Business. LaNee Lyons holds a California State Insurance License for Life and Health.
As an Associate Financial Representative, LaNee Lyons provides exceptional Customer Service in Brian's Insurance portion of the business, including preparation, implementation, and the underwriting process.
Please contact LaNee Lyons with any of the the following needs:
- Obtaining Quotes for Life and Disability Income Insurance
- Scheduling Insurance Exams
- Expediting Owner and Beneficiary Changes
- Processing Billing Changes and Facilitating Premium Payments
- Providing General Policy and Billing Information
- Implementing Policy Changes
In her spare time, LaNee Lyons enjoys camping, fishing, traveling, and spending time with her friends and family.
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