Jon Aif

Jon Aif

Wealth Management Partner, Board Member, Boulay Financial Advisors, LLC
Eden Prairie, Minnesota, United States

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Work Experience

Boulay

Wealth Management Partner

2016-06-01 - Present

Positive Coaching Alliance

Advisory Board Member

2017-02-01 - 2020-01-01

Minnesota Council on Economic Education (MCEE)

Board Member

2017-09-01 - 2019-06-01

Capstone Advisory Group, LLC

Financial Consultant

2012-03-01 - 2015-02-01

Capital Management Associates, Inc.

Financial Consultant

2003-01-01 - 2012-03-01

Skills

assurance tax employee benefits accounting advisory consulting business valuation mergers & acquisition sec estate & trust esop wealth management business succession soc 2 technology risk advisory transaction advisory

Languages

English