Preserving your wealth for future generations
As a high-net-worth individual, you know your wealth will have a significant impact for future generations. Whether you choose to transfer most of your money to family or charity, many questions arise related to tax planning and wealth preservation strategies. Boulay’s advisors help you answer these questions to create a tactical plan about the future of your assets.
how we help you get there
To ensure that as much of your money as possible goes to your family or charity—rather than taxes—your goals must first be defined to strategically create an efficient wealth transfer plan.
- Estate Planning
- Charitable Planning
- Tax Planning
- Business Succession Planning
Wealth Management Team
Abby Leisen
Wealth Management Associate
Anika Lunde
Wealth Management Associate
Brian Obermeier
Senior Wealth Manager
Carrie Cecere
Client Relationship Associate
Carter Morrissette
Wealth Management Associate
Cathy Hogan
Director of Operations and Compliance, BFA
Cathy Treitline
Client Service Associate
Chad Carlson
Chief Investment Officer
Chase Siegfried
Portfolio Analyst
Chris Claussen
Wealth Management Advisor
Christina Ulsby
Wealth Manager
Darlene Morton
Senior Client Relationship Associate
Dave Bremer
Wealth Management Partner
Ellen Horan
Wealth Management Partner
Gerson Gonzalez-Diaz
Operations & Compliance Senior Associate
Haley LaRue
Wealth Manager
Jay Brown
BFA Partner & President
Jeremy McDaniel
Client Relationship Associate
Jon Melander
Wealth Management Partner
Joseph Bloodgood
Wealth Management Partner
Julie Coyne
Client Relationship Associate
Katie Bauman
Retirement Plan Senior Associate
Kelly Runions
Senior Client Relationship Associate
Laura Stenzel
Wealth Manager
Lindsay Strand
Client Service Associate
Mary Wintroath
Senior Client Service Associate
Matthew Delaney
Senior Wealth Manager
Matthew Heilmer
Senior Wealth Manager
Meghan Hannon
Senior Retirement Plan Manager
Michael Johnson
Portfolio Advisor
Nathan Faith
Wealth Management Partner
Patrick Schneeman
Senior Wealth Manager
Peggy Branch
Senior Administrative Specialist
Rachel Esker
Wealth Manager
Robert Steffen
Senior Wealth Manager
Scott Nelson
Senior Wealth Manager
Tedie Fahey
Administrative Specialist
Tim Beversdorf
Wealth Management Partner
Zach Haire
Wealth Management Associate
start your success journey
Boulay’s WealthNAV™ Experience takes a step-by-step approach, guiding you through life’s journey. We explore what you value—your interests, hopes and goals to develop a personalized wealth and tax strategy plan. With ongoing evaluation, we help you visualize where you want to be in the future, helping you create clarity and an enduring legacy that passes on your values and wealth.