boulaygroup.com

Anika Lunde

Anika Lunde

Anika Lunde

Anika joined Boulay Financial Advisors, LLC as an intern in the summer of 2022 and became a Wealth Management Associate in June 2023. Her passion for wealth management is fueled by the opportunity to educate and connect with clients, understand their unique goals and needs, and partner with them to create a custom plan. Along with the wealth management advisors, Anika supports clients in many ways, including retirement planning, accumulation, tax planning and other areas of financial planning. She believes that the tools, resources and knowledge available to clients at Boulay truly “help them get there.”

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“I feel most accomplished when I’ve helped clients gain financial confidence and peace of mind, both in the short-term and long-term.”

Involvement

    • Executive Women International (University of Missouri-Columbia chapter)—Alumni
    • Zeta Tau Alpha Fraternity—Alumni, former Treasurer of Philanthropy

Education

    • University of Missouri — B.S.B.A. Finance and Banking, B.S. Economics, Certificate in Personal Financial Planning

Personal Interests

    • Attending country concerts and festivals
    • Boating on Prior Lake
    • Playing golf
    • Finding the best espresso in the Twin Cities