HomeTeam MemberCheri Queener

Cheri Queener

Cheri Queener

Cheri Queener

CPA
Senior Estate and Trust Manager

Cheri joined Boulay in 2021 and was promoted to senior manager in 2024. She enjoys helping families and individuals achieve confidence as they navigate complex and technical estate and trust issues. Cheri appreciates and values each client relationship she has been fortunate enough to be a part of. Prior to joining Boulay, Cheri spent over 12 years working in public accounting specializing in individual, trust, estate and gift tax preparation.

INVOLVEMENT

  • Minnesota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants

EDUCATION

  • University of Wisconsin – River Falls—B.S. Accounting
  • Century College – White Bear Lake, MN—Associate in Applied Science: Accounting
  • Certified Public Accountant (CPA)

PERSONAL INTERESTS

  • Spending time with friends and family, especially her grandchildren
  • Trying new recipes
  • Relaxing at the lake
  • Traveling

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RESOURCES

Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.