Jon is a Partner and the Chief Investment Officer at Boulay Financial Advisors, where he leverages over 25 years of experience in wealth management. He specializes in helping families with complex financial planning and tax minimization. Jon holds CFP® and CIMA® designations and earned his business degree from the University of Minnesotas Carlson School of Management.
Drawing on his background as a former multi-season NFL player, Jon is actively involved in his community, serving on the advisory board for the Positive Coaching Alliance and supporting University of Minnesota football through the Goal Line Club. He enjoys riding his Harley Davidson motorcycle, golfing, and being outdoors.
Unique fact: Before his career in finance, Jon was a 5th-round NFL draft pick and played for the New England Patriots, Cincinnati Bengals, and Denver Broncos.
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