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Ellen Horan

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Ellen Horan

Ellen Horan

CFP®, CPA

Wealth Management Partner

Ellen joined Boulay in 2011 and transitioned within the company to Boulay Financial Advisors, LLC after five years of experience providing audit and accounting services. She currently assists clients with a variety of financial services, including investment and money management, retirement planning, estate planning, income tax planning, and risk and debt management. Given her CPA background, she is heavily focused on evaluating the tax implications of all financial decisions. Ellen utilizes tools such as WealthNAVTM to illustrate planning strategies and simplify the financial complexities of life. She is passionate about partnering with clients to define and achieve their financial goals, in turn assisting them in making better short- and long-term decisions.

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Involvement

  • Minnesota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Financial Planning Association
  • Juvenile Diabetes Research Foundation

Education

    • University of St. Thomas, St. Paul — B.A. Accounting, Spanish Minor
    • CERTIFIED FINANCIAL PLANNER™ Professional
    • Certified Public Accountant (CPA)
    • Series 66 Registered

Personal Interests

    • Golfing
    • Running and biking
    • Being outdoors and relaxing at the cabin
    • Spending time with her husband, two young children and energetic Vizsla named Gertie

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.