Brian has 43 years of experience as a CPA and 20 years in the financial services business. After graduating from Minnesota State University, he spent eleven years with an international CPA firm. In 1989 Brian founded his own firm where he specialized in the areas of tax, accounting, audit, and ...more

Brian has 43 years of experience as a CPA and 20 years in the financial services business. After graduating from Minnesota State University, he spent eleven years with an international CPA firm. In 1989 Brian founded his own firm where he specialized in the areas of tax, accounting, audit, and financial planning. He provides a robust set of services to the clients that have trusted him for decades. Brian was also an instructor for the University of Minnesota Income Tax Short Course for Tax Practitioners for six years. Boulay works with individuals, closely-held businesses and public companies who are, or who aspire to be financially successful. Its focus is to protect its clients’ businesses, build their wealth and secure their future by partnering with them and integrating its depth of experience in accounting, tax and financial consulting services designed to “help them get there.” Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Ste 300 Akron, Ohio 44333-2431* 1-800-765-5201. Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. Contact Brian at: 952-841-3111 bobermeier@boulaygroup.comless