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Lease Accounting
Risk Advisory
SOC Reporting
Microsoft SSPA Attestations
ISO 27001 Compliance
CONSULTING
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RetireNAV(k) | Pooled Employer Plan
ESOP
ESOP Feasibility Study
ESOP Plan Design
ESOP Administration
ESOP Repurchase Obligation
Outsourced Accounting
Outsourced Controller Services
Outsourced Bookkeeping Services
Transaction Advisory
Business Valuation
TAX
Business Tax Advisory
Individual Tax Preparation and Planning
Estate and Trust
State and Local Tax (SALT) Services
WEALTH
Meet the Team
Services
Business Succession
Estate and Trust
Elder Law
Legacy Planning
Investment Management
Tax Preparation and Planning
Retirement Planning
Personal Financial Planning
Employer Retirement Plans
RetireNAV(k) | Pooled Employer Plan
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Home
Team Member
Job Role:
Leadership
Leadership
Julie Brown
Kim Wittmers
Kris Braaten
Patrick Schneeman
Jon J. Melander
Lance R. Madson
Meghan Hannon
Jay R. Brown
Ellen Horan
Elizabeth Frye
Sara Besser
Shelly Fagan
Daniel J. Korsman
Dana M. Bormann
Christina Ulsby
Chad M. Carlson
Cathy Hogan
Peter Anderson
Erik L. Allen
Dan Markowitz
Matthew Delaney
David E. Bremer
Joseph D. Bloodgood
ASSURANCE
Audit
Public Company (SEC)
Lease Accounting
Risk Advisory
SOC Reporting
Microsoft SSPA Attestations
ISO 27001 Compliance
CONSULTING
Business Succession
Employer Retirement Plans
RetireNAV(k) | Pooled Employer Plan
ESOP
ESOP Feasibility Study
ESOP Plan Design
ESOP Administration
ESOP Repurchase Obligation
Outsourced Accounting
Outsourced Controller Services
Outsourced Bookkeeping Services
Transaction Advisory
Business Valuation
TAX
Business Tax Advisory
Individual Tax Preparation and Planning
Estate and Trust
State and Local Tax (SALT) Services
WEALTH
Meet the Team
Services
Business Succession
Estate and Trust
Elder Law
Legacy Planning
Investment Management
Tax Preparation and Planning
Retirement Planning
Personal Financial Planning
Employer Retirement Plans
RetireNAV(k) | Pooled Employer Plan
Resources
INDUSTRY
Construction
Manufacturing
Non-Profit
Professional Services
Real Estate
Renewable Energy
Retail
Search Fund
Software-As-A-Service
Wholesale
RESOURCES
Articles
Events
News
Videos
Podcasts
Calculators
Government Resources
ABOUT BOULAY
Careers
Open Positions
Experienced Hires
Entry-Level and Intern Opportunities
Culture and Inclusion
Contact Us
Office Locations
PrimeGlobal
FIND AN ADVISOR
CLIENT PAYMENT
LOGIN