Wealth Management Advisor
Pat joined Boulay Financial Advisors, LLC in 2014 and has six years of experience in employee benefits administration. He assists in portfolio construction, identifies asset location and provides distribution recommendations. Pat also provides assistance to senior wealth managers in quarterly report reviews, and he prepares tax filings of individual returns. Pat also utilizes software and conducts research to build and update client financial plans. Before joining Boulay, Pat worked with clients in the compliance support and administration of their 401(k) plans.
In his free time, Pat enjoys spending time with his family, going to the cabin, golfing, skiing, cycling, and playing music.
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