“It’s our responsibility to stay current on the complex U.S. tax code and deliver timely advice to our clients. When we can bring together their entire life into a clear financial picture, we’re able to work toward helping them earn and keep more of what they earn.”
– Jeffrey Boland, Operations Manager, EWM Tax Solutions
Jeffrey’s graduate studies at Cleary University focused on accounting and he completed a Masters of Business Administration with a vision for creating a niche of specialized services in the financial planning industry.
He joined the Executive Wealth Management team early in 2012, expanding his experience in the field of financial planning and investment management.
Jeffrey makes things work. He is enthusiastic about the mission of EWM Tax Solutions: to give clients a unique advantage by bringing all the pieces of their financial life together. Jeffrey oversees everyday operations, IT, marketing, client services, and many of the nitty-gritty things that pop up in the life of a business.
Jeffrey is at home in Howell, Michigan, and he’s also at home on the water. If you’re ever in a boat on Lake Chemung, keep an eye out for Jeffrey: he’ll be boating, or doing another water sport to soak up a pure Michigan summer on the water.