HomeTeam MemberJeffrey Filler

Jeffrey Filler

Jeffrey Filler

Jeffrey Filler

CPA, CISSP, CISA
Risk Advisory Partner

Jeffrey joined Boulay in January 2020 and was named partner in June 2022. He has over 10 years of combined Big 4 consulting and Fortune 500 internal audit experience. He currently leads the firm’s Risk Advisory group, which provides a variety of IT risk assurance and consulting services, including SOC 2 examinations, ISO 27001 certification audits, Microsoft SSPA assessments and other outsourced IT audit engagements. Jeff provides high-quality service to clients by understanding their business, maintaining open lines of communication and ensuring that required project deliverables are completed in a timely and efficient manner. Jeff is passionate about helping clients improve their internal controls and effectively manage the risks facing their organization.

INVOLVEMENT

  • American Institute of Certified Public Accountants (AICPA)
  • Information Systems Audit and Control Association (ISACA)
  • International Association of Privacy Professionals (IAPP)

CERTIFICATIONS

  • Certified Public Accountant (CPA)
  • Certified Information Systems Security Professional (CISSP)
  • Certified Information Systems Auditor (CISA)

EDUCATION

  • University of Minnesota, Carlson School of Management – B.S. Business, Accounting & Finance 

PERSONAL INTERESTS

  • Spending time with family and friends
  • Traveling
  • Enjoying time at the lake cabin in northern Minnesota
  • Exploring the Twin Cities dining scene
  • Cheering on the U of M and professional Minnesota sports teams

GET IN TOUCH

Contact Jeff
"Always putting our clients first is how Boulay continues to build on our world-class reputation. I take great pride in providing high-quality service and subject-matter expertise to help our clients achieve their risk management objectives."

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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.