Ellen joined Boulay in 2011 and transitioned within the company to Boulay Financial Advisors, LLC after five years of experience providing audit and accounting services. She currently assists clients with a variety of financial services, including investment and money management, retirement planning, estate planning, income tax planning, and risk and debt management. Given her CPA background, she is heavily focused on evaluating the tax implications of all financial decisions. Ellen utilizes tools such as WealthNAVTM to illustrate planning strategies and simplify the financial complexities of life. She is passionate about partnering with clients to define and achieve their financial goals