ĀÜĄņĀŅĀ×

Dave has enjoyed a 40-year career with Boulay. His focus has been in the areas of wealth management, financial planning, taxation and management consulting. He is the Founding Partner of Boulay Financial Advisors, LLC and serves as a trusted advisor for many families and businesses. He provides wealth management and tax services to individuals and families, and he uses the WealthNAVTM Experience to help clients ā€œget thereā€ in their financial lives. Dave provides investment advice for clients as an Investment Advisor Representative, and he consults with clients regarding retirement planning, estate planning, charitable giving, education funding and portfolio management.