Michael Johnson

Michael joined Boulay Financial Advisors, LLC in 2018 and has been a portfolio manager since 2024. He has seen first-hand the impact that a financial plan can have on someone’s life, well-being, and family. Based on his experiences, he knew that helping others achieve peace of mind and financial security was his calling. Michael assists with several areas of financial planning, including investment research, portfolio management, retirement planning, accumulation planning, and income tax planning. Using a suite of portfolio management tools, he monitors and updates client accounts daily. Michael enjoys helping clients gain a complete understanding of their wealth by illustrating their position, plan, and expectations through financial planning software.

INVOLVEMENT

• Prepare & Prosper — Tax Preparer and Reviewer Volunteer

EDUCATION

• University of St. Thomas — B.A. Financial Management, B.S. Real Estate Studies
• Series 65 Registered
• Chartered Financial Analyst^®
• CERTIFIED FINANCIAL PLANNER™ Professional

PERSONAL INTERESTS

• Golfing
• Boating on White Bear Lake
• Traveling
• Reading