HomeTeam MemberMackenzie Cadwell

Mackenzie Cadwell

Mackenzie Cadwell

Mackenzie Cadwell

CPA
Tax Manager

Mackenzie joined Boulay in 2020 as an intern and was promoted to Tax Manager in 2026. She provides tax compliance and planning services for multi-state closely held businesses, ESOPs, and professional service firms. Mackenzie specializes in tax research, correspondence with tax authorities, business reorganizations, and foreign tax matters, helping clients navigate complex tax issues while remaining compliant with evolving regulations. In addition to serving clients, she supports the continued growth and development of Boulay’s tax team through active training and mentoring.

Education

  • University of Wisconsin – Eau Claire—B.B.A. Accounting
  • Certified Public Accountant (CPA)

Involvement

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

Personal Interests

  • Reading
  • Cooking
  • Spending time with family
  • Traveling
  • Playing the piano

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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.