Calli Glass

Calli joined Boulay Financial Advisors, LLC in 2025, after being drawn to the firm’s client-centered philosophy and deeply rooted values. Her passion lies in guiding individuals through key wealth-related decisions to help them achieve long-term financial security. In her role, Calli supports the wealth management team across a range of services, including tax, estate, risk, and retirement planning. As the only female goaltender on her university’s men’s college hockey team, she developed a strong sense of resilience and accountability—qualities that continue to shape her approach to client service.

EDUCATION

• The George Washington University – B.S. International Business, Minor in Classical Studies
• Series 65 Registered

PERSONAL INTERESTS

• Playing hockey
• Spending time at the lake
• Outdoors activities, such as hiking, biking and running
• Reading
• Traveling
• Cooking
• Baking

DREAM VACATION DESTINATION

• Calli would love to visit Greece someday, as she loves ancient Greek/Roman history

FAVORITE BOOKS

• The Aeneid by Virgil
• Brave New World by Aldous Huxley
• Meditations by Marcus Aurelius