HomeWealth Management Team

Wealth Management Team

Anika LundeAnika Lunde secondary
Wealth Advisor
Chris ClaussenChris Claussen secondary
Senior 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
President & CEO, Boulay Wealth
Jon J. MelanderJon J. Melander secondary
Wealth Partner
Joseph D. BloodgoodJoseph D. Bloodgood secondary
Managing Partner, Boulay Wealth
Laura StenzelLaura Stenzel secondary
Senior Wealth Advisor
Matthew DelaneyMatthew Delaney secondary
Wealth Partner
Matthew HeilmerMatthew Heilmer secondary
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
Senior Wealth Advisor
Scott NelsonScott Nelson secondary
Senior Wealth Advisor
Thomas PargettThomas Pargett secondary
Senior Wealth Advisor
Cathy HoganCathy Hogan secondary
Partner & Chief Operating Officer
Chad M. CarlsonChad M. Carlson secondary
Partner & Chief Investment Officer
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
President & CEO, Boulay Wealth
Jon J. MelanderJon J. Melander secondary
Wealth Partner
Joseph D. BloodgoodJoseph D. Bloodgood secondary
Managing Partner, Boulay Wealth
Matthew DelaneyMatthew Delaney secondary
Wealth Partner
Meghan HannonMeghan Hannon secondary
Wealth Partner
Patrick SchneemanPatrick Schneeman secondary
Wealth Partner
Abby EvensonAbby Evenson secondary
Senior Financial Planner
Aidan ChaconAidan Chacon secondary
Financial Planner
Ava NelsonAva Nelson secondary
Associate Financial Planner
Calli GlassCalli Glass secondary
Associate Financial Planner
Johnny BuenzJohnny Buenz secondary
Associate Financial Planner
Rose CumminsRose Cummins secondary
Financial Planner
Tim RockfordTim Rockford secondary
Financial Planner
Will SchleicherWill Schleicher secondary
Associate Financial Planner
Zach HaireZach Haire secondary
Senior Financial Planner
Chad M. CarlsonChad M. Carlson secondary
Partner & Chief Investment Officer
Chase SiegfriedChase Siegfried secondary
Senior Portfolio Analyst
Jeremy J. McDanielJeremy J. McDaniel secondary
Associate Portfolio Analyst
Michael JohnsonMichael Johnson secondary
Senior Portfolio Manager
Blake FaustBlake Faust secondary
Senior Retirement Plan Advisor
Katie BaumanKatie Bauman secondary
Senior Retirement Plan Consultant
Meghan HannonMeghan Hannon secondary
Wealth Partner
Andrew R. KremerAndrew R. Kremer secondary
Estate and Trust Partner
Emily BlackburnEmily Blackburn secondary
Estate and Trust Partner
Monica SullivanMonica Sullivan secondary
Tax Partner
Andy ChristiansAndy Christians secondary

Andy Christians

Client Relationship Associate
Blake FaustBlake Faust secondary
Senior Retirement Plan Advisor
Carrie CecereCarrie Cecere secondary

Carrie Cecere

Senior Client Relationship Associate
Cathy HoganCathy Hogan secondary
Partner & Chief Operating Officer
Elizabeth LittleElizabeth Little secondary

Elizabeth Little

Senior Client Service Specialist
Gerson DiazGerson Diaz secondary
Senior Associate
Isaac McGrawIsaac McGraw secondary

Isaac McGraw

Client Service Associate
Jaeden StovallJaeden Stovall secondary

Jaeden Stovall

Client Service 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
Lindsay StrandLindsay Strand secondary

Lindsay Strand

Client Service Associate
Mary WintroathMary Wintroath secondary

Mary Wintroath

Operations Team Lead
Will AddlerWill Addler secondary

Will Addler

Client Relationship Associate
Abby EvensonAbby Evenson secondary
Senior Financial Planner
Aidan ChaconAidan Chacon secondary
Financial Planner
Andrew R. KremerAndrew R. Kremer secondary
Estate and Trust Partner
Andy ChristiansAndy Christians secondary

Andy Christians

Client Relationship Associate
Anika LundeAnika Lunde secondary
Wealth Advisor
Ava NelsonAva Nelson secondary
Associate Financial Planner
Blake FaustBlake Faust secondary
Senior Retirement Plan Advisor
Calli GlassCalli Glass secondary
Associate Financial Planner
Carrie CecereCarrie Cecere secondary

Carrie Cecere

Senior Client Relationship Associate
Cathy HoganCathy Hogan secondary
Partner & Chief Operating Officer
Chad M. CarlsonChad M. Carlson secondary
Partner & Chief Investment Officer
Chase SiegfriedChase Siegfried secondary
Senior Portfolio Analyst
Chris ClaussenChris Claussen secondary
Senior Wealth Advisor
Christina UlsbyChristina Ulsby secondary
Senior Wealth Manager
Christopher R. KlineChristopher R. Kline secondary
Attorney
David E. BremerDavid E. Bremer secondary
Wealth Partner
Elizabeth LittleElizabeth Little secondary

Elizabeth Little

Senior Client Service Specialist
Ellen HoranEllen Horan secondary
Wealth Partner
Emily BlackburnEmily Blackburn secondary
Estate and Trust Partner
Gerson DiazGerson Diaz secondary
Senior Associate
Isaac McGrawIsaac McGraw secondary

Isaac McGraw

Client Service Associate
Jaeden StovallJaeden Stovall secondary

Jaeden Stovall

Client Service Associate
Jay R. BrownJay R. Brown secondary
President & CEO, Boulay Wealth
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
Managing Partner, Boulay Wealth
Kate EidemKate Eidem secondary
Attorney
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
Senior Wealth Advisor
Lindsay StrandLindsay Strand secondary

Lindsay Strand

Client Service Associate
Mary WintroathMary Wintroath secondary

Mary Wintroath

Operations Team Lead
Matthew DelaneyMatthew Delaney secondary
Wealth Partner
Matthew HeilmerMatthew Heilmer secondary
Senior Wealth Advisor
Meghan HannonMeghan Hannon secondary
Wealth Partner
Michael JohnsonMichael Johnson secondary
Senior Portfolio Manager
Monica SullivanMonica Sullivan secondary
Tax Partner
Nathan FaithNathan Faith secondary
Wealth Partner
Patrick SchneemanPatrick Schneeman secondary
Wealth Partner
Rachel RiceRachel Rice secondary
Senior 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
Financial Planner
Will AddlerWill Addler secondary

Will Addler

Client Relationship Associate
Will SchleicherWill Schleicher secondary
Associate Financial Planner
Zach HaireZach Haire secondary
Senior Financial Planner
Andrew R. KremerAndrew R. Kremer secondary
Estate and Trust Partner
Cathy HoganCathy Hogan secondary
Partner & Chief Operating Officer
Chad M. CarlsonChad M. Carlson secondary
Partner & Chief Investment Officer
David E. BremerDavid E. Bremer secondary
Wealth Partner
Ellen HoranEllen Horan secondary
Wealth Partner
Emily BlackburnEmily Blackburn secondary
Estate and Trust Partner
Jay R. BrownJay R. Brown secondary
President & CEO, Boulay Wealth
Jon J. MelanderJon J. Melander secondary
Wealth Partner
Joseph D. BloodgoodJoseph D. Bloodgood secondary
Managing Partner, Boulay Wealth
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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