Boulay Welcomes New Tax Manager

Boulay recently hired Jon Mezzadri, CPA, as a new Tax Manager. He joins Boulay with more than 13 years of public accounting and tax experience.

Jon drives digital transformation in the firm’s tax services, leveraging technology to streamline compliance processes and enhance data accuracy. He focuses on bridging the gap between traditional tax expertise and creative solutions to deliver more value to clients. Jon primarily serves clients in private equity, search funds, and personal income and small business tax.

Jon has a Bachelor of Science degree in business and accounting from Miami University (OH). He also received a certification in software engineering from the Bloom Institute of Technology. He is a Certified Public Accountant (CPA) and participates in the American Institute of Certified Public Accountants.

Outside of work, Jon loves playing guitar, cooking, snowboarding, hiking with his family, and walking with his two dogs.

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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.

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