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Matthew Heilmer

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Matthew Heilmer

Matthew Heilmer

CFP®

Senior Wealth Manager

Matt joined Boulay Financial Advisors, LLC in 2021 with more than 20 years of experience in retirement planning, investment and wealth management, equity compensation, education funding, and financial planning. He provides guidance to individuals and families and assists in creating comprehensive plans for their financial goals and wealth planning needs. Matt is passionate about helping clients achieve their personal financial goals and partners with them to progress towards success.

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Involvement

  • Nativity of Mary Catholic Church & School — Member and Volunteer

Education

    • Regis University, Denver CO — B.S. Marketing
    • CERTIFIED FINANCIAL PLANNER™ Professional
    • FINRA Series 66 registered
    • Insurance licensed (IA, MN, ND, SD, and WI)

Personal Interests

    • Enjoying parks and lakes near his neighborhood with his wife and two children
    • Attending his kids’ activities and events
    • Car shows
    • Boating
    • Tinkering with engines

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.