HomeWealth Management Team

Wealth Management Team

Cathy HoganCathy Hogan secondary
Wealth Partner
Chad M. CarlsonChad M. Carlson secondary
Partner & Chief Investment Officer
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
Matthew DelaneyMatthew Delaney secondary
Wealth Partner
Meghan HannonMeghan Hannon secondary
Wealth Partner
Monica SullivanMonica Sullivan secondary
Tax Partner
Nathan FaithNathan Faith secondary
Wealth Partner
Patrick SchneemanPatrick Schneeman secondary
Wealth Partner

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LOCATIONS

Eden Prairie, MN Minneapolis, MN Mankato, MN

CONTACT

Minnesota Offices
(952) 893-9320

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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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