Jon Melander AIF®, CFP®, CIMA® in

Jon Melander AIF®, CFP®, CIMA®

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Partner at Boulay Financial Advisors, LLC
📍 Eden Prairie, Minnesota, United States

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

How Jon shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jon cares about

Wealth Management
As Partner and CIO for a nearly $2B AUM firm, he has over 25 years of experience helping families with complex financial and tax planning.
Youth Sports
A former NFL player, he serves on the advisory board for the Positive Coaching Alliance and volunteers his time coaching youth sports in his community.
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Career

Work history

6-2021
Partner
Boulay Financial Advisors, LLC
6-2016
Wealth Management Partner
Boulay
2-2015 - 5-2016
Senior Wealth Advisor
Boulay
2-2017 - 1-2020
Advisory Board Member
Positive Coaching Alliance
9-2017 - 6-2019
Board Member
Minnesota Council on Economic Education (MCEE)
In the press

Media appearances

Jon Melander - Wealth Management Partner at Boulay PLLP. Featured in The Org
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Education
1985 - 1990
Bachelor of Science in Business
University of Minnesota
1985 - 1990
Bachelor of Science in Business
UMN Carlson School of Management
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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