Miriam S. Boysen, CFP®Senior Family Wealth Director

: Washington, D.C.: https://www.linkedin.com/in/miriam-boysen-a6894a112

Miriam Boysen is Senior Family Wealth Director at Keel Point. She oversees Keel Point’s family office services. With technical education as a CERTIFIED FINANCIAL PLANNER™, and over 30 years of industry experience, she has developed many innovative and personalized approaches to advising highly affluent families on their complex financial situations.

She leads the family office teams as they define client objectives, develop and analyze technical strategies, and recommend solutions tailored to the unique needs of the client. Miriam also oversees the implementation of family office clients’ estate plans, wealth transfer strategies and philanthropic giving by coordinating the efforts of legal, tax and financial experts.

Before joining Keel Point Miriam was Director of Shareholder Services at Unified Management Corporation in Indianapolis, Indiana, the Assistant to the Vice President of Financial Planning and Management, Inc. in Boulder, Colorado, and later teamed with David Parks at the Mason Companies and has worked with David for over 20 years.

Miriam earned her Bachelor of Science degree in Business Administration from the University of Nebraska. She is married and has two adult children. Miriam is a Registered Representative of Keel Point Capital, LLC.