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Boulay Welcomes New Director of Employee Benefits & Retirement Plan Services

Boulay recently hired Susan Wise as the new Director of Employee Benefits & Retirement Plan Services. She joins Boulay’s Employee Benefits Department and brings with her more than 20 years of experience designing and administering a broad range of defined contribution plans.

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Boulay Welcomes New Director of Wealth Management Services and Development

Boulay recently hired Jay Brown as the new Director of Wealth Management Services and Development. He joins the Boulay Financial Advisors, LLC team and brings with him more than 15 years of experience in the wealth management industry.

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Boulay Hires New Bookkeeper to Join Boulay’s Accounting Clarity™ Team

Boulay recently welcomed Amy Stark as the new Bookkeeper/Accountant. She joins Boulay’s recently added Accounting Clarity™ team and brings with her eight years of extensive accounting experience.

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Boulay Announces New Outsourced Accounting Service, Accounting Clarity™

Boulay PLLP announced today a new service, entitled Accounting Clarity, which provides outsourced accounting services for small businesses and entrepreneurs seeking an affordable solution to their accounting needs, ranging from day-to-day tasks such as invoicing to more complex operations like developing financial strategies.

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Jon Melander Named Partner at Boulay

Jon Melander, AIF®, CFP®, CIMA®, was recently named a partner with Boulay. Melander has been with Boulay for a little over a year and practices in the Wealth Management department. With more than 19 years of experience in wealth management, he provides financial planning for families and individuals in all stages of life, and implements retirement distribution planning to help minimize tax liabilities. He also advises businesses owners, trustees and other interested parties regarding their fiduciary obligations.

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Molly Sebold Named Partner at Boulay

Molly Sebold, CPA, CFP®, MBA, was recently named a partner with Boulay. Sebold has been with Boulay for 12 years and is in the Wealth Management department. She is responsible for providing wealth management and tax services to individuals and businesses. She is recognized for her passionate pursuit of creative financial planning strategies that help her clients reach their financial goals. Sebold has specific expertise in the areas of social security and retirement planning.

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Boulay PLLP Announces a New Managing Partner

Boulay PLLP is proud to announce that Steve Behrns, CPA, will assume the position of managing partner effective June 1, 2016. Behrns succeeds Mark DeNucci, CPA, who has led Boulay as managing partner since 2007.

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Brandon Rykkeli Named Partner at Boulay

Rykkeli has been with Boulay for almost 12 years and is in the audit department. He is responsible for providing audit, tax, accounting, and business consulting services to clients in a variety of industries including renewable energy, manufacturing, professional services, banking, and construction contractors. He plans, organizes, and supervises client audit and review engagements, including ESOP owned companies.

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Dan Markowitz Named Partner at Boulay

Dan Markowitz has been with Boulay approximately six years and is in the audit department. His prior experience includes five years with a regional certified public accounting firm. He is responsible for providing audit, accounting, and consulting services to clients in a variety of industries including retail, real estate, professional services, manufacturing, and distribution.

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Scott Colby Named Partner at Boulay

Colby has been with Boulay for over 13 years and is in the accounting advisory department. He is responsible for providing tax, audit, and accounting services to clients in a variety of industries, performing testing of internal controls, reviewing accounting processes, providing statistical analysis of detail, and income tax planning for both corporations and individuals.

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