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 to clients in a variety of industries. 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. Ellen utilizes tools such as WealthNAVTM to illustrate strategies and simplify various concepts to assist clients in making better short- and long-term decisions. As a CPA, Ellen also prepares tax returns for clients of the firm. She is passionate about assisting individuals in defining and achieving their financial goals and objectives.
In her free time, Ellen enjoys golfing, running, biking, being outdoors, relaxing at the cabin, and spending time with her husband and energetic Vizsla named Gertie.
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