We are pleased to present below all posts archived in 'June 2018'. If you still can't find what you are looking for, try using the search box.
Jay Brown, AIF®, CFP®, CLU®, ChFC® was recently named a partner. He joined Boulay in 2017 and has 17 years of experience in wealth management, financial planning, practice management and leadership development. He provides wealth management services to individuals and business owners, and he assists clients in defining and achieving their financial goals and objectives. Jay also develops growth strategies, provides strategic leadership, client development and executive management to the firm.
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PrimeGlobal—one of the five largest associations of independent accounting firms in the world—announced today that Steve Behrns, Managing Partner, will join its North American Board of Directors. “It is a privilege to work with such an influential and collegial Board from a wide range of firms and capabilities. North America member firms are well represented on the Board with the best interests of the association at the heart of all decisions," says Michelle Arnold, Chief Regional Officer at PrimeGlobal. Arnold also noted that Steve is an excellent addition to the Board.
The American Institute of CPAs announced Paul Diegnau, Business Valuation Manager at Boulay, as a winner of the 2017 Elijah Watt Sells Award. The award is given to CPA candidates who have obtained a cumulative average score above 95.50 across all four sections of the Uniform CPA Examination, passed all four sections of the Examination on their first attempt and completed testing in 2017.