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Dave Bremer

Collaborator · DISC type si
Partner at Boulay
📍 Eden Prairie, Minnesota, United States

Dave Bremer is the Founding Partner of Boulay Financial Advisors, LLC, with a distinguished career of over 40 years at Boulay. He pioneered the firms wealth management division, leveraging his deep expertise in tax, estate planning, and retirement strategies. He is a CPA, Certified Financial Planner®, and an alumnus of Minnesota State University, Mankato.

Outside of his financial practice, Dave is an avid handball player. He has been mentioned as a competitor in Minnesota State Handball Association tournaments and his firm, Boulay, has been a sponsor for the United States Handball Association National Championships, indicating a strong personal passion for the sport.

He personally launched Boulays entire wealth management practice in 1998, transitioning from his role as a tax partner to build the new division from the ground up.

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Experience
44 Years
Current Role
Partner
Location
Eden Prairie, Minnesota, United States
Personality Overview

How Dave shows up

Consensus Builder
Good Listener
Appreciative

Scenarios where both sides can come out as winners appeal to them greatly. They are more likely to opt for solutions that are proven in the market. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Priorities

Topics Dave cares about

Holistic Wealth Management
He focuses on integrating tax advice with wealth and estate planning to help high-net-worth families maximize wealth preservation and growth.
Retirement Planning
Specializes in consulting clients on long-term retirement planning, including strategic income plans, cash flow analysis, and risk management to ensure financial security.
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Career

Work history

12-1980
Partner
Boulay
In the press

Media appearances

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Education
Education details unavailable
Minnesota State University, Mankato
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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