Brian A. Obermeier

Brian joined Boulay in 2019 with 43 years of experience as a CPA and 20 years in the financial services business. After graduating from Minnesota State University, he spent eleven years with an international CPA firm. In 1989 Brian founded his own firm where he specialized in the areas of tax, accounting, audit, and financial planning. He joined Boulay in order to provide a robust set of services to the clients that have trusted him for decades. Brian was also an instructor for the University of Minnesota Income Tax Short Course for Tax Practitioners for six years.

Involvement

• Minnesota Society of Certified Public Accountants
• Personal Financial Planning Division of American Institute of Certified Public Accountants
• Emmanuel Church Lakeville

Education

• Minnesota State University, Mankato – B.S. Accounting
• Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS)
• FINRA Series 7 (Inactive) and 66
• Insurance Licensed in the State of Minnesota and Wisconsin for Life, Disability, and Long-Term Care

Personal Interests

• Family
• Reading
• Travel
• Golf