Dave is the Founding Partner of Boulay Financial Advisors, LLC and has more than 40 years of wealth management and tax experience with the Boulay Group. He consults with clients regarding retirement planning, estate planning, charitable gifting, education funding and investment management. He serves as a trusted advisor for many individuals and families. Dave is a CPA, Certified Financial Planner®, a Personal Financial Specialist and is also series 63 and 65 registered. He is a member of the American Institute of Certified Public Accountants (AICPA), the Minnesota Society of Certified Public Accountants, the Financial Planning Association and the Personal Financial Planning Division of the