HomeTeam MemberJosh Oberlander

Josh Oberlander

Josh Oberlander

Josh Oberlander

CPA
Assurance Manager

Josh joined Boulay in 2019 and was promoted to audit manager in 2024. He serves publicly and privately held companies in various industries such as manufacturing, asset management, real estate and professional services. Josh also works with employee benefit plan and overhead rate audits. During engagements, he provides assurance and accounting services, communicates the results of attestation services through management communications, and prepares financial statements according to Generally Accepted Accounting Principles and other related frameworks. Josh is also actively involved in recruiting and training young staff.

INVOLVEMENT

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

EDUCATION

  • University of St. Thomas — B.S Accounting
  • Certified Public Accountant (CPA)

PERSONAL INTERESTS

  • Reading
  • Woodworking
  • Playing guitar

 

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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.