Braden C. Ellis
Manager of Insurance Services
Brady joined Boulay Financial Advisors, LLC in 2014 and has more than 10 years of experience as a financial advisor. He provides wealth management and financial planning advice to individuals, families, and owners and executives of closely held businesses. He integrates protection and risk management advice with each individual’s overall financial planning objectives. Brady is passionate about having genuine conversations with clients, and being a guide to help them achieve their overall planning objectives. Brady helps clients with a variety of financial services including investments, cash flow management, education planning, estate planning, income tax planning, and risk management. With business owners, Brady offers consulting and guidance around succession and retirement planning, as well as executive and key employee benefits and retention.
In his free time, Brady enjoys spending time with his wife and two sons, snowboarding, triathlons, an occasional round of golf, and coaching and being involved with his boys’ school, sports and church activities.