Boulevard

Brennan McCarthy is a CFP® professional with seven years of industry experience, currently serving at Boulevard Wealth Management, Inc. in Bloomington, MN. He has been with Boulevard since 2014 and is a licensed Accident/Life/Health Insurance Agent in Minnesota. Outside of his advisory role, McCarthy is a partner in CBM Real Estate, LLC, a residential property rental business. Boulevard Wealth Management provides financial planning, discretionary portfolio management, and related advisory services to individuals, including high-net-worth households, and small business clients. The firm follows a long-term, strategic asset allocation approach, primarily recommending mutual funds and exchange-traded funds, and offers additional services such as pension consulting, insurance advisory, and educational seminars.

Troy Noor is a CFP® and CFA® with 14 years of experience in financial advising. He has been with Boulevard Wealth Management, Inc. since 2013. Outside of his advisory role, he is a partner in Noors Villa, LLC, a residential property rental business. Boulevard Wealth Management provides financial planning and discretionary portfolio management services to individual and small business clients, managing approximately $113 million in assets. The firm employs a long-term, strategic asset allocation approach, emphasizes low-cost mutual funds and ETFs, and offers additional services such as insurance advisory and educational seminars.

Isaac Benner is a financial advisor at Boulevard with four years of industry experience. He holds the Series 66 designation and previously worked at The Oak Ridge Financial Services Group, Inc and White Oaks Wealth Advisors. Outside of finance, his background includes roles in hospitality and political organizations. Boulevard Wealth Management provides financial planning, discretionary portfolio management, and related advisory services to individuals and small businesses. The firm employs a long-term, strategic asset allocation approach, focusing on mutual funds and ETFs, and also offers educational seminars and publishes newsletters.

Derek Villars is a ChFC® and Series 63 licensed advisor with 15 years of industry experience. He has been with Boulevard Wealth Management, Inc. since 2014. In addition to his advisory role, Villars is a licensed life and health insurance agent and general agent of Boulevard Wealth Management’s insurance agency. Boulevard Wealth Management serves individual and small business clients, offering financial planning, discretionary portfolio management, and insurance advisory services. The firm manages approximately $113 million in discretionary assets and follows a long-term, strategic asset allocation approach that emphasizes mutual funds and ETFs, periodic portfolio reviews, and cost-efficient share classes.