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Abby Dupic
Tax Partner
Andrew R. KremerAndrew R. Kremer secondary
Estate and Trust Partner
Anna StruckAnna Struck secondary
Tax Partner
Anthony AndersonAnthony Anderson secondary
Consulting & Assurance Partner
Brandon HaughBrandon Haugh secondary
Assurance Partner
Brian OlsenBrian Olsen secondary
Senior Tax Manager
Cathy HoganCathy Hogan secondary
Partner & Chief Operating Officer
Chad M. CarlsonChad M. Carlson secondary
Partner & Chief Investment Officer
Christina UlsbyChristina Ulsby secondary
Senior Financial Planning Manager
Clay BrownleeClay Brownlee secondary
Transaction Advisory Partner
Dan CameronDan Cameron secondary
Tax Partner
Dan MarkowitzDan Markowitz secondary
Assurance Partner
Daniel J. KorsmanDaniel J. Korsman secondary
Transaction Advisory Partner
David E. BremerDavid E. Bremer secondary
Wealth Partner
Ellen HoranEllen Horan secondary
Wealth Partner
Emily BlackburnEmily Blackburn secondary
Estate and Trust Partner
Erik L. AllenErik L. Allen secondary
Managing Partner
Erin BasneyErin Basney secondary
Tax Partner
Gannon SeeckGannon Seeck secondary
Transaction Advisory Director
Gerilyn BerensGerilyn Berens secondary
Tax Partner
Jadin C. BraggJadin C. Bragg secondary
Assurance Partner
Jake BitzJake Bitz secondary
Partner, Head of CAAS
Jay R. BrownJay R. Brown secondary
President & CEO, Boulay Wealth
Jeffrey FillerJeffrey Filler secondary
Risk Advisory Partner
Jennifer AndersonJennifer Anderson secondary
Transaction Advisory Partner
Jon J. MelanderJon J. Melander secondary
Wealth Partner
Joseph D. BloodgoodJoseph D. Bloodgood secondary
Managing Partner, Boulay Wealth
Kevin EllisKevin Ellis secondary
Tax Partner
Kyle HingerKyle Hinger secondary
Assurance Partner
Lance R. MadsonLance R. Madson secondary
Tax Partner
Mark BaderMark Bader secondary
Senior Transaction Advisory Director
Mark GerberMark Gerber secondary
Tax Partner
Matthew DelaneyMatthew Delaney secondary
Wealth Partner
Matthew L. CraneMatthew L. Crane secondary
Assurance Partner
Megan KoskiMegan Koski secondary
Assurance Partner
Meghan HannonMeghan Hannon secondary
Wealth Partner
Michael A. CrabtreeMichael A. Crabtree secondary
Tax Partner
Michael LaierMichael Laier secondary
Tax Partner
Michael SchaeferMichael Schaefer secondary
Assurance Partner
Mike KopeskyMike Kopesky secondary
Assurance Partner
Monica SullivanMonica Sullivan secondary
Tax Partner
Nathan FaithNathan Faith secondary
Wealth Partner
Nathan MillerNathan Miller secondary
Assurance Partner
Patrick SchneemanPatrick Schneeman secondary
Wealth Partner
Paul DiegnauPaul Diegnau secondary
Transaction Advisory Partner
Paul H. KoenigPaul H. Koenig secondary
Tax Partner
Robert V. HahnRobert V. Hahn secondary
Assurance Partner
Ryan J. TurbesRyan J. Turbes secondary
Transaction Advisory Partner
Scott W. ManionScott W. Manion secondary
Assurance Partner
Shawn M. RubyShawn M. Ruby secondary
Assurance Partner
Steve MonsonSteve Monson secondary
Assurance Partner
Tammy BashamTammy Basham secondary
Partner
Tara M. SchiniTara M. Schini secondary
Assurance Partner

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CONTACT

Minnesota Offices
(952) 893-9320

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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.