Boulay Wealth

Jay Brown is a CFP®, ChFC®, and Series 66-registered financial advisor with 23 years of industry experience. He is currently with Boulay Wealth and has held roles at Bfa Holdings, LLC, Valmark Securities, Inc., and Securian Financial Services, among others. In addition to his advisory work, Brown is an agent with Boulay Insurance Solutions, LLC. Boulay Wealth is a multi-advisor wealth management firm serving individuals, corporate retirement plans, charitable institutions, and other entities. The firm utilizes defined Target Portfolio Allocation models with a focus on diversification, cost management, and after-tax outcomes, and offers integrated tax, insurance, and estate-planning referral services through its affiliated entities.

Zachariah Haire is a financial advisor at Boulay Wealth with two years of industry experience. He holds a Series 65 designation and has worked previously at Ameriprise Financial Services, LLC, and the University of St. Thomas. Boulay Wealth is a multi-advisor firm serving individuals, corporate retirement plans, charitable institutions, and other entities. The firm employs defined Target Portfolio Allocation models with a focus on diversification, cost management, and after-tax outcomes, while offering discretionary portfolio management, third-party managed programs, and comprehensive financial planning.

Michael Johnson is a financial advisor at Boulay Wealth with six years of industry experience. He holds a Series 65 designation and has worked at Boulay Financial Advisors since 2018. Prior to his current role, he held positions at Colgate-Palmolive, SportsEngine, and Ditech Financial. Boulay Wealth is a multi-advisor firm serving individuals, corporate retirement plans, charitable institutions, and other entities. The firm emphasizes diversification, cost management, and after-tax outcomes through defined Target Portfolio Allocation models and provides discretionary portfolio management, third-party managed programs, retirement plan consulting, and comprehensive financial planning.

William Schleicher is a financial advisor at Boulay Wealth in Eden Prairie, MN, holding a Series 65 designation. He joined Boulay Wealth in 2025 after working at the University of Minnesota and in education roles at North High School and St. Peter Catholic School. Boulay Wealth is a multi-advisor firm serving individuals, corporate retirement plans, charitable institutions, and other entities. The firm employs defined Target Portfolio Allocation models with an emphasis on diversification, cost management, and after-tax outcomes, while offering discretionary portfolio management, third-party managed programs, and comprehensive financial planning.

Mary Bauman is a Series 65-licensed financial advisor with Boulay Wealth, bringing one year of industry experience. She previously worked for Midwest Pension & Profit Sharing Services for seven years before joining Boulay Financial Advisors. Boulay Wealth is a multi-advisor firm serving individuals, corporate retirement plans, charitable institutions, and other entities. The firm offers discretionary portfolio management, third-party managed programs, retirement plan consulting, and comprehensive financial planning, emphasizing diversification, cost management, and after-tax outcomes.

Christina Ulsby is a CFP® and Series 65-registered financial advisor with Boulay Wealth, bringing five years of industry experience. She has worked at Boulay Financial Advisors since 2018 and previously held roles at Dock 6 Pottery and Nadia Cakes. Boulay Wealth is a multi-advisor firm serving individuals, corporate retirement plans, charitable institutions, and other entities. The firm emphasizes diversified, cost-managed investment strategies with tailored portfolio allocations and integrates tax, insurance, and estate-planning services through formal affiliations.

Calli Glass is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. Prior to joining Boulay Financial Advisors, LLC, she held roles at Resmed and New Energy Equity. Boulay Wealth is a multi-advisor wealth management firm serving individuals, corporate retirement plans, charitable institutions, and other entities. The firm employs defined Target Portfolio Allocation models focusing on diversification, cost management, and after-tax outcomes, and offers integrated tax, insurance, and estate-planning referral capabilities through affiliated businesses.

Anika Lunde is a financial advisor at Boulay Wealth in Eden Prairie, MN, holding a Series 65 designation with one year of industry experience. Prior to joining Boulay Wealth, she worked at MRK Financial Solutions and spent four years at the University of Missouri. Boulay Wealth is a multi-advisor wealth management firm serving individuals, including high-net-worth clients, corporate retirement plans, and charitable institutions. The firm emphasizes diversification, cost management, and after-tax outcomes through defined Target Portfolio Allocation models and offers integrated services via formal affiliations with accounting, insurance, and legal entities.

Ellen Horan is a CFP® professional with nine years of industry experience, currently serving at Boulay Wealth. She previously worked at Valmark Securities, Inc. from 2016 to 2019 and has been affiliated with Boulay Financial Advisors and Boulay, PLLP since 2012. Boulay Wealth is a multi-advisor firm that serves individuals, including high-net-worth clients, corporate retirement and profit-sharing plans, charitable institutions, and other entities. The firm employs Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, and offers discretionary portfolio management, third-party managed programs, institutional retirement plan consulting, and comprehensive financial planning.

Nathan Faith is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with Boulay Wealth and has previously worked at Valmark Securities, Inc. and Boulay Financial Advisors. Outside of his advisory role, he manages several residential rental properties. Boulay Wealth is a multi-advisor wealth management firm serving individuals, corporate retirement plans, charitable institutions, and other entities. The firm uses defined Target Portfolio Allocation models emphasizing diversification, cost management, and after-tax outcomes, with integrated tax, insurance, and estate-planning referral capabilities through formal affiliations.

Patrick Schneeman is a financial advisor at Boulay Wealth with 12 years of industry experience. He holds the Series 66 designation and previously worked at Valmark Securities, Inc. from 2015 to 2019. Schneeman serves as a board member of the University of Marquette Alumni Association’s Minnesota Chapter and volunteers on the Finance Committee of the Nativity School Advisory Council in St. Paul, MN. Boulay Wealth is a multi-advisor firm serving individuals, corporate retirement plans, charitable institutions, and other entities. The firm employs defined Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, with regular portfolio reviews and rebalancing tailored to client needs.

Chad Carlson is a financial advisor at Boulay Wealth with 24 years of industry experience. He holds a Series 66 designation and has worked at Valmark Securities, Inc. and Boulay Financial Advisors during his career. Boulay Wealth is a multi-advisor wealth management firm serving individuals, including high-net-worth clients, corporate retirement plans, charitable institutions, and other entities. The firm uses defined Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, and offers discretionary portfolio management, third-party managed programs, retirement plan consulting, and comprehensive financial planning.

Catherine Hogan is a financial advisor at Boulay Wealth with two years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Boulay Financial Advisors, LLC, she worked at The Advocate Group and USBancorp. Boulay Wealth is a multi-advisor wealth management firm serving individuals, corporate retirement plans, charitable institutions, and other entities. The firm employs Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, and offers integrated tax, insurance, and estate-planning referral capabilities through formal affiliations.

Laura Stenzel is a CFP® and Series 65-registered advisor with Boulay Wealth, based in Eden Prairie, MN. She has seven years of industry experience, including prior roles at KPMG and Olsen Thielen CPA's. Boulay Wealth is a multi-advisor firm serving individuals, corporate retirement plans, and charitable institutions. The firm employs defined Target Portfolio Allocation models with a focus on diversification, cost management, and after-tax outcomes, and offers integrated services through formal affiliations with accounting, insurance, and legal practices.

Jeremy Mc Daniel is a Series 65 licensed advisor at Boulay Wealth with over eight years of experience in the financial services industry. His prior roles include positions at Principal Financial Group and Assurant Employee Benefits. He has been with Boulay entities since 2019. Boulay Wealth is a multi-advisor firm serving individuals, corporate retirement plans, charitable institutions, and other entities. The firm employs Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, and offers integrated tax, insurance, and estate-planning referral services through affiliated firms.