Abby Leisen

Abby joined Boulay Financial Advisors, LLC in 2023. Her passion for wealth management is fueled by the opportunity to help clients feel confident in their financial plan, so they can focus on the things that bring them happiness. Abby supports the wealth management team in many ways, including retirement planning, investment management, tax planning and other areas of financial planning. She is energized by the opportunity to understand the unique situation of each client and their family, and implement strategies to allow them to reach their goals. Abby believes that the tools, resources and knowledge available to clients at Boulay truly “help them get there.”

INVOLVEMENT

• University of St. Thomas Women in Finance—Alumni 
• University of St. Thomas Marketing Club—Alumni, former Treasurer and Director of Operations

EDUCATION

• University of St. Thomas — B.A. Financial Management, Data Analytics Minor; Magna Cum Laude
• CERTIFIED FINANCIAL PLANNER™ Professional
• Series 65 Registered

PERSONAL INTERESTS

• Spending time on Lake Minnetonka
• Wake surfing, water skiing and other water sports
• Traveling
• Visiting family in Arizona

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.