HomeTeam MemberBetty Clinton

Betty Clinton

Betty joined Boulay in 1985. She is responsible for reviewing individual, gift, trust and business tax returns, and she assists individuals in tax planning designed to minimize current income tax liability. Betty assists in estate and gift planning, and she provides tax guidance to individual, trust, partnership, and corporate clients, particularly in the areas of real estate and oil and gas exploration and development. She also assists clients with their general accounting needs. Prior to joining Boulay, Betty worked for three years in public accounting in Texas.

INVOLVEMENT

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

EDUCATION

  • Angelo State University, San Angelo, TX—B.B.A. Accounting, Magna Cum Laude
  • Certified Public Accountant (CPA)

PERSONAL INTERESTS

  • Reading
  • Cooking
  • Spending time with family

 

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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.