HomeTeam MemberMegan Koski

Megan Koski

Megan Koski

Megan Koski

CPA
Assurance Partner

Megan joined Boulay in 2017 and specializes in providing accounting and audit services to clients in a variety of industries, including product and services, manufacturers, financial services, real estate, and professional services organizations. She works proactively with clients to effectively address accounting and auditing issues. In addition to working with clients, Megan enjoys helping internal staff with their career development. Prior to joining Boulay, Megan had previous public accounting experience, including nine years at national accounting firms.

INVOLVEMENT

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • National Society of Collegiate Scholars — Scholarship Reviewer
  • Dassel-Cokato Curriculum Advisory Committee — Member

EDUCATION

  • University of Minnesota, Carlson School of Management — B.S. Business, Accounting
  • Certified Public Accountant (CPA)

PERSONAL INTERESTS

  • Waterskiing
  • Cross-country skiing
  • Traveling with her family
  • Reading and discussing books

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RESOURCES

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.