Tim A. Beversdorf, CPA, CMA. MBA, CFP™
Tim has been providing investment advice to clients as an Investment Advisor Representative of Boulay Financial Advisors, LLC since 1999. He also assists clients with a variety of other financial services including money management, estate planning, income tax planning and tax preparation.
Tim has a bachelor’s degree from the University of Wisconsin, Stevens Point and a master’s degree from the University of St. Thomas. He is a Certified Public Accountant, a Certified Management Accountant, a Certified Financial Planner™. He is also Series 7 and 66 securities licensed; and is licensed for life, disability and long-term care insurance in Minnesota. He is a member of the American Institute of Certified Pubic Accountants, the Minnesota Society of Certified Public Accountants, the Financial Planning Association, and the Institute of Management Accountants. He is a rotarian with the Wayzata Rotary Club.
Tim lives in Plymouth with his wife and three sons. In his free time, he enjoys coaching sports, golfing and spending time with family.