HomeTeam MemberErik L. Allen

Erik L. Allen

Erik L. Allen

Erik L. Allen

CPA, CM&AA
Managing Partner

Erik joined Boulay in 1992, joined the partner group in 2002, and became Managing Partner of the firm in 2026. He has more than 25 years of experience in accounting, auditing and management consulting and is a Certified Specialist in Mergers and Acquisitions. Erik previously served as partner-in-charge of Boulay’s audit services, where he led audit and financial reporting engagements for clients across a broad range of industries. As Managing Partner, Erik now leads the firm’s strategic planning and direction, identifies growth opportunities for Boulay, ensures the quality of the practice, and supports the development of partners as well as client-serving and operations team members.

Erik lives in Shakopee with his family. He enjoys traveling to southeast Florida, cheering on the Virginia Cavaliers and St. Thomas Tommies, watching college football, and golfing.

INVOLVEMENT

  • BFA Board Member
  • Gustavus Adolphus College Department of Athletics — Past National Advisory Board Member
  • Gustavus Adolphus College Department of Economics and Management — National Advisory Board, Past Member
  • Minnesota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants

HONORS

  • Gustavus Adolphus College Athletics Hall of Fame Inductee for Basketball

EDUCATION

  • Gustavus Adolphus College — B.A. Accounting
  • Certified Public Accountant (CPA)
  • Certified Merger & Acquisition Advisor (CM&AA)

GET IN TOUCH

Contact Erik
"As Managing Partner, I’m focused on positioning Boulay for continued growth while creating an environment where our people can do their best work. By embracing innovation, automation and greater efficiencies, we can spend more time advising our clients, strengthening relationships and making a meaningful impact."

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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.

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