Managing your financial and administrative needs with care
We provide families with coordinated and sophisticated financial and family office services to address the full breadth of financial needs. Our relationships are rooted in accountability, personalized attention, and discretion to give you the confidence that your personal financial and administrative needs are managed proactively, wisely, and efficiently.
how we help you get there
- Investment Management
- Wealth Planning
- Administrative Services
- Lifestyle Services
- Special Projects
start your success journey
Boulay’s WealthNAV™ Experience takes a step-by-step approach, guiding you through life’s journey. We explore what you value—your interests, hopes and goals to develop a personalized wealth and tax strategy plan. With ongoing evaluation, we help you visualize where you want to be in the future, helping you create clarity and an enduring legacy that passes on your values and wealth.
Wealth Management Team
Abby Leisen
Wealth Management Associate
Anika Lunde
Wealth Management Associate
Brian Obermeier
Senior Wealth Manager
Carrie Cecere
Client Relationship Associate
Carter Morrissette
Wealth Management Associate
Cathy Hogan
Director of Operations and Compliance, BFA
Cathy Treitline
Client Service Associate
Chad Carlson
Chief Investment Officer
Chase Siegfried
Portfolio Analyst
Chris Claussen
Wealth Management Advisor
Christina Ulsby
Wealth Manager
Darlene Morton
Senior Client Relationship Associate
Dave Bremer
Wealth Management Partner
Ellen Horan
Wealth Management Partner
Gerson Gonzalez-Diaz
Operations & Compliance Senior Associate
Haley LaRue
Wealth Manager
Jay Brown
BFA Partner & President
Jeremy McDaniel
Client Relationship Associate
Jon Melander
Wealth Management Partner
Joseph Bloodgood
Wealth Management Partner
Julie Coyne
Client Relationship Associate
Katie Bauman
Retirement Plan Senior Associate
Kelly Runions
Senior Client Relationship Associate
Laura Stenzel
Wealth Manager
Lindsay Strand
Client Service Associate
Mary Wintroath
Senior Client Service Associate
Matthew Delaney
Senior Wealth Manager
Matthew Heilmer
Senior Wealth Manager
Meghan Hannon
Senior Retirement Plan Manager
Michael Johnson
Portfolio Advisor
Nathan Faith
Wealth Management Partner
Patrick Schneeman
Senior Wealth Manager
Peggy Branch
Senior Administrative Specialist
Rachel Esker
Wealth Manager
Robert Steffen
Senior Wealth Manager
Scott Nelson
Senior Wealth Manager
Tedie Fahey
Administrative Specialist
Tim Beversdorf
Wealth Management Partner
Zach Haire
Wealth Management Associate
Talk to an Advisor
Our advisors are ready to help you set and reach your personal financial goals. We focus on understanding your desires to model scenarios and make personalized recommendations. Request a meeting to speak with one of our experienced advisors today!