Jim Boulay's Location
Omaha, NE, US
Jim Boulay's Work
- Managing Shareholder at Lutz Financial @ Lutz
- Senior Financial Consultant @ Merrill Lynch
- Senior Accountant @ PwC
Jim Boulay's Education
- University of St. Thomas
BA (Accounting)
1985 - 1989 - Creighton Prep
Jim Boulay's Skills
- Investment Advisory
- Investments
- Strategic Financial Planning
- Estate Planning
- Retirement Planning
- CPA
Jim Boulay's Summary
Jim Boulay, based in Omaha, NE, US, is currently a Managing Shareholder at Lutz Financial at Lutz, bringing experience from previous roles at Merrill Lynch and Price Waterhouse Coopers. Jim Boulay holds a 1985 - 1989 BA in Accounting @ University of St. Thomas. With a robust skill set that includes Investment Advisory, Investments, Strategic Financial Planning, Estate Planning, Retirement Planning and more, Jim Boulay contributes valuable insights to the industry. Jim Boulay has 4 emails and 1 mobile phone number on RocketReach.
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