Contact Us

Questions?

We invite you to call us at 715-369-5577 or toll-free at 800-709-3898 with any questions or comments. Please direct all securities-related questions to Mike, Dave, or Shannon. Questions regarding health products and services should be directed to Jennifer or Penny. For further information about who to contact should you have inquiries, please refer to the below information.

Shannon_headshotShannon Kowalski – Ext. 16/Email
• Account login help
• Investment, life, disability, and long-term care insurance assistance
• Appointments for Mike or Dave

Penny Final APenny Roberts – Ext. 11/Email
• Health assistance regarding any issues you may have on your policy
• Appointments for Jennifer

Jen_headshotJennifer Cordy – Ext. 13/Email
• Employer plans
• Exchange and off-exchange health insurance
• Group benefits
• Claim issues

Dave_headshotDave Mannikko – Ext. 14/Email
• Investments
• Life, disability, and long-term care insurance
• General financial questions

mike_headshotMike Boyd – Ext. 15/Email
• Financial planning
• Investments
• Life, disability, and long-term care insurance
• Any questions, concerns, or comments about Boyd Financial Services and its staff