HomeTeam MemberLaura Stenzel

Laura Stenzel

Laura Stenzel

Laura Stenzel

CFP®, CPA, MBT
Wealth Advisor

Laura joined Boulay Financial Advisors, LLC in 2019 and has over 10 years of experience as a CPA at both regional and international CPA firms. She brings knowledge in both personal and business taxes along with a specialization in foreign issues for individuals. Laura currently assists clients with a variety of financial services, including investment and money management, retirement planning, estate planning, income tax planning, and risk and debt management. Given her CPA background, she is heavily focused on evaluating the tax implications of all financial decisions. Laura utilizes tools such as WealthNAVTM to illustrate strategies and simplify the financial complexities of life. She is passionate about helping clients understand and strategize for their future financially. Laura previously served as an adjunct professor for St. Cloud State University in the Accounting Department.

INVOLVEMENT

  • Minnesota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • St. Cloud State University — Adjunct Accounting Professor

EDUCATION

  • St. Cloud State University — B.A. Accounting
  • University of Minnesota, Carlson School of Management — Masters of Business Taxation (MBT)
  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Series 65 Registered

PERSONAL INTERESTS

  • Enjoying the outdoors
  • Traveling
  • Being active and enjoying activities such as volleyball, golf, hiking and kayaking
  • Relaxing with friends and family

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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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.