Left to right (back row): Andrew Lehner, JD, Robin Abrahamson, CPA, MBT, Joe Rapacki, Jr., MST, CPA/PFS, Derek Villars, CLU®, ChFC®,
Brennan McCarthy, CFP® (front row): Anita Peck, Aaron Kolkman, MSF, CFP®, Troy Noor, CFP®, CFA, and Melaney Rachel
A Platform for Cross-disciplinary Advice
BOULEVARD is committed to delivering the best people with the right answers - all in the same place. Life Cycle™ Wealth Management means dealing with all aspects of the planning relationship – not just managing investments. Our big picture thinking involves the analysis, strategy, and implementation of multi-generational estate plans that consider tax, retirement, insurance and investments as pieces of the overall puzzle.
A Diversified Professional Team in One Setting
Few firms offer access to multiple advisors in the same setting. A Boulevard advisor comes with an average of 18 years of experience in their area of specialization. Each is highly trained and credentialed separately to provide diversity of thought and action on your plans. As a group, their combined experience and education is second-to-none.
A Culture of Excellence, Not Arrogance
We take your planning process very seriously, but don’t expect a stuffy office setting. Our entire team is friendly, enjoyable, and have plenty of common sense in addition to their book smarts. So relax, and don’t hesitate to connect with your independent advisory team. We all work for you.