HomeTeam MemberCathy Hogan

Cathy Hogan

Cathy joined Boulay Financial Advisors, LLC in 2021 and has more than 25 years of experience within the financial services industry. As Chief Operating Officer and Chief Compliance Officer, Cathy partners with other leaders in BFA to identify, manage and deliver on operational, technology and compliance priorities, as well as develop strategies to drive change at all levels. Cathy is passionate about improving the client experience and is motivated by the opportunity to solve problems, get answers, serve others and improve processes and procedures.

 

INVOLVEMENT

  • BFA Board Member
  • Edina Morningside Rotary Club — Board Member
  • North Star Rotary Youth Exchange — Counselor

EDUCATION

  • Drake University — B.A. Economics, minor in Finance
  • Series 65 Registered

PERSONAL INTERESTS

  • Traveling and spending time with her husband and four daughters
  • Walking with friends and her mini goldendoodle, Dharma
  • Running, hiking and enjoying any opportunity to be outdoors

GET IN TOUCH

Contact Cathy
"My role is centered on creating positive change. To me, the foundation of positive change is to seek input and ideas from others, learn from your team and clients, figure out what is and isn't working, and implement solutions that are a result of this collaboration."

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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.