David E. Bremer
CPA, CFP®, PFS
Wealth Management Partner
Dave joined Boulay in 1980 and has more than 30 years of wealth management, taxation and management consulting experience. He is the Partner in Charge of Boulay Financial Advisors, LLC and serves as a trusted advisor for many families and businesses. He provides wealth management and tax services to individuals and businesses, and he uses the WealthNAVTM Experience to help clients “get there” in their financial lives. Dave provides investment advice for clients as an Investment Advisor Representative, and he consults with clients regarding retirement planning, estate planning, charitable giving, education funding and investment management.
Dave enjoys spending time with his family, playing handball and bicycling.
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