Jay Brown is a financial advisor at Boulay Wealth with 24 years of experience. He holds the CFP® and ChFC® designations along with a Series 66 license. His prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and CRI Securities, LLC. Brown is also an agent with Boulay Insurance Solutions, where he is involved in fixed insurance sales. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, offering integrated advisory, tax/accounting, and insurance services through affiliated entities.

Zachariah Haire is a financial advisor at Boulay Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise and in educational roles at the University of St. Thomas and Breckenridge School District. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Michael Johnson is a financial advisor at Boulay Wealth in Eden Prairie, MN, holding a Series 65 designation with six years of industry experience. He has worked at Boulay Financial Advisors since 2018 and previously held positions at Colgate-Palmolive and SportsEngine. Michael also spent time at St. Thomas University between 2015 and 2019. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan consulting, supported by integration with affiliated accounting and insurance firms.

William Schleicher is a financial advisor at Boulay Wealth in Eden Prairie, MN. He holds a Series 65 designation and has been with Boulay Wealth since 2025. Prior to joining Boulay Wealth, he spent time working in educational roles at the University of Minnesota, North High School, and St. Peter Catholic School. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach with emphasis on diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Mary Bauman is a financial advisor at Boulay Wealth with two years of industry experience. She holds the Series 65 designation and previously worked for Midwest Pension & Profit Sharing Services for seven years. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, integrating advisory, tax, and insurance services through affiliated entities.

Christina Ulsby is a CFP® with six years of industry experience, currently serving as a financial advisor at Boulay Wealth. She has been with the firm since 2018 and previously worked at Dock 6 Pottery and Grad Staff. Boulay Wealth advises individual and high‑net‑worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory services with affiliated accounting and insurance firms.

Calli Glass is a Series 65-licensed financial advisor with Boulay Wealth in Eden Prairie, MN. She has been with Boulay Financial Advisors, LLC since 2025 and has prior experience outside the industry, including roles at Resmed and New Energy Equity. Calli graduated from George Washington University in 2025. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm utilizes a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax, and insurance services through affiliated firms.

Anika Lunde is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Boulay Wealth and previously worked at MRK Financial Solutions and served at the University of Missouri. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach with oversight from Investment Selection and Strategy committees and integrates advisory, tax/accounting, and insurance services through affiliated firms.

Blake Faust is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Boulay Wealth since 2026 and previously practiced at Abbey Street, Wipfli Financial Advisors, and Hewins Financial Advisors. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan consulting.

Ellen Horan is a CFP® with 10 years of industry experience, currently serving as an advisor at Boulay Wealth. She previously worked at Valmark Securities, Inc. from 2016 to 2019 and has been affiliated with Boulay Financial Advisors and Boulay, PLLP since 2012. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax/accounting, and insurance services through affiliated entities.

Nathan Faith is a CFP® with 15 years of industry experience, currently serving at Boulay Wealth in Eden Prairie, MN. His career includes roles at Boulay Financial Advisors since 2010 and Valmark Securities from 2015 to 2019. Outside of his advisory work, he owns and manages residential rental properties. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, and charitable institutions, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, and integrates advisory services with affiliated accounting and insurance firms.

Patrick Schneeman is a financial advisor at Boulay Wealth with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Valmark Securities, Inc. for four years. Schneeman serves as a volunteer board member for the University of Marquette Alumni Association's Minnesota Chapter and as a member of the Finance Committee for the Nativity School Advisory Council in St. Paul, MN. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by integrated services including tax preparation and insurance through affiliated entities.

Chad Carlson is a financial advisor with Boulay Wealth in Eden Prairie, MN, holding a Series 66 designation and 24 years of industry experience. He has worked at Valmark Securities, Inc. from 2015 to 2019 and has been associated with Boulay Financial Advisors since 2001 and Boulay, P.L.L.P. from 2000 to 2021. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, integrating advisory, tax/accounting, and insurance services through affiliated entities.

Catherine Hogan is a financial advisor at Boulay Wealth with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at The Advocate Group before joining Boulay Financial Advisors, LLC, which became part of Boulay Wealth. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by integrated advisory, tax, and insurance services through affiliated firms.

Laura Stenzel is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. She has been with Boulay Financial Advisors, LLC since 2019, and previously worked at KPMG as well as Olsen Thielen CPA's. Stenzel also spent time in an academic role at St. Cloud State University. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, integrating advisory services with tax and insurance offerings through affiliated firms.

Jeremy Mc Daniel is a Series 65-licensed advisor with Boulay Wealth, where he has worked since 2025. He has a total of eight years of industry experience, including prior roles at Boulay Financial Advisors and Principal Financial Group. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by its integration with affiliated accounting and insurance firms.

Abigail Evenson is a CFP® and Series 65–registered advisor with Boulay Wealth, bringing three years of industry experience. Her prior roles include positions at BerganKDV Wealth Management and The University of St. Thomas. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focusing on diversification, cost control, and after-tax outcomes, with integrated advisory, tax, and insurance services through affiliated companies.

Matthew Delaney is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. He currently works at Boulay Wealth and previously spent nine years at CliftonLarsonAllen Wealth Advisors, LLC. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and offers an integrated advisory, tax, and insurance service model through affiliated firms.

Jon Melander is a financial advisor with Boulay Wealth in Eden Prairie, MN, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has worked with Bfa Holdings, LLC since 2022 and has been with Boulay Financial Advisors and related firms since 2015. Melander serves as an advisory board member for the Positive Coaching Alliance of Minnesota, a nonprofit focused on youth and high school sports development. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and is distinct for its integration with an affiliated accounting firm and ownership of an insurance agency.

Ava Nelson is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. Prior to joining Boulay Wealth, she worked at Boulay Financial Advisors and spent time at Madewell. Her background also includes four years of study at the University of Georgia. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, combining advisory, tax, and insurance services through its affiliated firms.

Matthew Heilmer is a financial advisor at Boulay Wealth with 21 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Boulay Financial Advisors in 2021, he worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, totaling 14 years in those firms. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach overseen by Investment Selection and Strategy committees, focusing on diversification, cost control, and after-tax outcomes, and integrates advisory services with affiliated tax and insurance firms.

Rose Cummins is a CFP® and Series 65 credentialed advisor with Boulay Wealth, based in Eden Prairie, MN, with two years of industry experience. She previously worked at Notre Dame and Providence Academy. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, with integrated advisory, tax, and insurance services through affiliated entities.

Gerson Diaz is a Series 65 credentialed financial advisor with one year of industry experience. He is currently with Boulay Wealth and has prior experience at Ameriprise Financial and Boulay Financial Advisors. Before entering the financial industry, he worked at Twin Town Pedicabs. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, offering both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, supported by affiliations with an accounting firm and insurance agency.

Scott Nelson is a CFP®, CFA®, and Series 66-registered advisor with 12 years of industry experience. He has worked at Boulay Financial Advisors since 2020 and previously held positions at Robert Steffen & Associates and Cetera Advisor Networks. Nelson provides pro-bono financial planning assistance through the Financial Planning Association of Minnesota. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Rachel Rice is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Boulay Financial Advisors since 2020 and previously was employed at St. Thomas University from 2016 to 2020. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and combines advisory, tax/accounting, and insurance services through affiliated entities.

Thomas Pargett is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Boulay Wealth. His prior roles include positions at Carson Group, CMW, BerganKDV Wealth Management, Creative Planning, and TD Ameritrade. Boulay Wealth advises individual and high-net-worth clients, as well as corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax/accounting, and insurance services through affiliated firms.

Chase Siegfried is a financial advisor at Boulay Wealth in Eden Prairie, MN, with four years of industry experience. He holds a Series 65 designation and previously worked at U.S. Bancorp and the University of Minnesota. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, supported by an integrated service model that combines advisory, tax, and insurance offerings.

Timothy Rockford is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Boulay Financial Advisors, Irish Titan, LuminFire, Thrivent, and Bethel University. Outside of his advisory work, he has experience with Christ Presbyterian Church. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, offering a multi-disciplinary service model integrated with affiliated accounting and insurance firms.

Christopher Claussen is a CFP® and holds a Series 65 license with six years of experience at Boulay Financial Advisors, LLC. His prior work includes roles at Glenwood State Bank, Concordia College, Willmar Fabrication, and Minnewaska Area High School. He is based in Eden Prairie, MN. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax/accounting, and insurance services through affiliated firms.

Aidan Chacon is a CFP® and holds a Series 65 license with two years of experience in the financial industry. He has worked at Boulay Financial Advisors since 2024 and previously at Orgel Wealth Management. Before entering the financial field, he spent four years at the University of Wisconsin, Eau Claire, and five years in secondary education roles. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, and provides integrated advisory, tax, and insurance services through its affiliated companies.