Boulay recently hired Brian Obermeier as a Senior Wealth Manager. He joins the Boulay Financial Advisors, LLC team and brings with him 43 years of experience as a Certified Public Accountant (CPA) and 20 years of experience in the financial services business.

 

Brian began his career with eleven years at an international CPA firm. In 1989, he founded his own firm where he specialized in the areas of tax, accounting, audit, and financial planning. At Boulay, he seeks to provide a robust set of services to the clients that have trusted him for decades. Brian was also an instructor for the University of Minnesota Income Tax Short Course for Tax Practitioners for six years.

 

Brian is a CPA, a Personal Financial Specialist (PFS), FINRA Series 7 (inactive) and 66 licensed, and insurance licensed in Minnesota and Wisconsin for life, disability, and long-term care. He has a bachelor’s degree in accounting from Minnesota State University, Mankato, and he is involved in the Minnesota Society of Certified Public Accountants, the Personal Financial Planning Division of the American Institute of Certified Public Accountants, and Southland City Church in Lakeville.

 

In his free time, Brian enjoys spending time with his family, reading, traveling and golfing.