HomeWealth Management Team NEW

Wealth Management Team NEW

Leadership

Cathy HoganCathy Hogan secondary
Wealth Partner
Chad M. CarlsonChad M. Carlson secondary
Chief Investment Officer
David E. BremerDavid E. Bremer secondary
Wealth Partner
Jay R. BrownJay R. Brown secondary
Wealth Partner & President
Jon J. MelanderJon J. Melander secondary
Wealth Partner
Joseph D. BloodgoodJoseph D. Bloodgood secondary
Wealth Partner

Partners

Cathy HoganCathy Hogan secondary
Wealth Partner
David E. BremerDavid E. Bremer secondary
Wealth Partner
Ellen HoranEllen Horan secondary
Wealth Partner
Jay R. BrownJay R. Brown secondary
Wealth Partner & President
Jon J. MelanderJon J. Melander secondary
Wealth Partner
Joseph D. BloodgoodJoseph D. Bloodgood secondary
Wealth Partner
Meghan HannonMeghan Hannon secondary
Wealth Partner
Nathan FaithNathan Faith secondary
Wealth Partner
Patrick SchneemanPatrick Schneeman secondary
Wealth Partner

Advisors

Brian A. ObermeierBrian A. Obermeier secondary
Senior Wealth Advisor
Chris ClaussenChris Claussen secondary
Wealth Advisor
Christina UlsbyChristina Ulsby secondary
Senior Wealth Manager
David E. BremerDavid E. Bremer secondary
Wealth Partner
Ellen HoranEllen Horan secondary
Wealth Partner
Jay R. BrownJay R. Brown secondary
Wealth Partner & President
Jon J. MelanderJon J. Melander secondary
Wealth Partner
Joseph D. BloodgoodJoseph D. Bloodgood secondary
Wealth Partner
Laura StenzelLaura Stenzel secondary
Wealth Advisor
Matthew DelaneyMatthew Delaney secondary
Senior Wealth Advisor
Matthew HeilmerMatthew Heilmer secondary

Matthew Heilmer

Senior Wealth Advisor
Meghan HannonMeghan Hannon secondary
Wealth Partner
Nathan FaithNathan Faith secondary
Wealth Partner
Patrick SchneemanPatrick Schneeman secondary
Wealth Partner
Rachel RiceRachel Rice secondary
Wealth Advisor
Scott NelsonScott Nelson secondary
Senior Wealth Advisor
Thomas PargettThomas Pargett secondary
Senior Wealth Advisor

Team

Abby LeisenAbby Leisen secondary
Senior Financial Planner
Aidan ChaconAidan Chacon secondary
Financial Planner
Andy ChristiansAndy Christians secondary

Andy Christians

Client Relationship Associate
Anika LundeAnika Lunde secondary
Senior Financial Planner
Brian A. ObermeierBrian A. Obermeier secondary
Senior Wealth Advisor
Calli GlassCalli Glass secondary
Associate Financial Planner
Carrie CecereCarrie Cecere secondary

Carrie Cecere

Senior Client Relationship Associate
Cathy HoganCathy Hogan secondary
Wealth Partner
Chad M. CarlsonChad M. Carlson secondary
Chief Investment Officer
Chase SiegfriedChase Siegfried secondary
Senior Portfolio Analyst
Chris ClaussenChris Claussen secondary
Wealth Advisor
Christina UlsbyChristina Ulsby secondary
Senior Wealth Manager
Christopher R. KlineChristopher R. Kline secondary
Attorney
Darlene MortonDarlene Morton secondary

Darlene Morton

Senior Client Data Specialist
David E. BremerDavid E. Bremer secondary
Wealth Partner
Elizabeth LittleElizabeth Little secondary

Elizabeth Little

Senior Client Service Specialist
Ellen HoranEllen Horan secondary
Wealth Partner
Gerson DiazGerson Diaz secondary
Senior Associate
Isaac McGrawIsaac McGraw secondary
Client Service Associate
Jay R. BrownJay R. Brown secondary
Wealth Partner & President
Jeremy J. McDanielJeremy J. McDaniel secondary
Associate Portfolio Analyst
Johnny BuenzJohnny Buenz secondary
Associate Financial Planner
Jon J. MelanderJon J. Melander secondary
Wealth Partner
Joseph D. BloodgoodJoseph D. Bloodgood secondary
Wealth Partner
Julie CoyneJulie Coyne secondary

Julie Coyne

Client Relationship Associate
Katie BaumanKatie Bauman secondary
Senior Retirement Plan Consultant
Katie MeekKatie Meek secondary

Katie Meek

Operations Team Lead
Kelly RunionsKelly Runions secondary

Kelly Runions

Senior Client Relationship Associate
Laura StenzelLaura Stenzel secondary
Wealth Advisor
Lindsay StrandLindsay Strand secondary

Lindsay Strand

Client Service Associate
Mary WintroathMary Wintroath secondary

Mary Wintroath

Operations Team Lead
Matthew DelaneyMatthew Delaney secondary
Senior Wealth Advisor
Matthew HeilmerMatthew Heilmer secondary

Matthew Heilmer

Senior Wealth Advisor
Meghan HannonMeghan Hannon secondary
Wealth Partner
Michael JohnsonMichael Johnson secondary
Portfolio Manager
Nathan FaithNathan Faith secondary
Wealth Partner
Patrick SchneemanPatrick Schneeman secondary
Wealth Partner
Rachel RiceRachel Rice secondary
Wealth Advisor
Rose CumminsRose Cummins secondary
Financial Planner
Scott NelsonScott Nelson secondary
Senior Wealth Advisor
Tedie FaheyTedie Fahey secondary

Tedie Fahey

Senior Administrative Specialist
Thomas PargettThomas Pargett secondary
Senior Wealth Advisor
Tim RockfordTim Rockford secondary

Tim Rockford

Financial Planner
Will SchleicherWill Schleicher secondary
Associate Financial Planner
Zach HaireZach Haire secondary
Senior Financial Planner
Cathy HoganCathy Hogan secondary
Wealth Partner
David E. BremerDavid E. Bremer secondary
Wealth Partner
Ellen HoranEllen Horan secondary
Wealth Partner
Jay R. BrownJay R. Brown secondary
Wealth Partner & President
Jon J. MelanderJon J. Melander secondary
Wealth Partner
Joseph D. BloodgoodJoseph D. Bloodgood secondary
Wealth Partner
Meghan HannonMeghan Hannon secondary
Wealth Partner
Nathan FaithNathan Faith secondary
Wealth Partner
Patrick SchneemanPatrick Schneeman secondary
Wealth Partner

Subscribe to Our Newsletter

Subscribe Now

LOCATIONS

Eden Prairie, MN Minneapolis, MN Mankato, MN

CONTACT

Minnesota Offices
(952) 893-9320

COMPANY

About Us Services Industries Knowledge News & Events Careers Contact Us

RESOURCES

Disclaimer Privacy Policy Peer Review Report ADV Document Form CRS
Facebook X-twitter Instagram Linkedin Youtube

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.