Daniel Boland leads the team’s investment strategy, working closely with other team members to manage client portfolios and evaluate investment opportunities. Daniel manages portfolios for institutions, trusts, and high net worth families.  He has 17 years of experience as a financial advisor.   

Daniel and his wife Heidi have three boys. Away from the office, Daniel volunteers as a mentor to veterans through American Corporate Partnership. He also enjoys Minnesota Vikings football, coaching youth sports, and high school wrestling.

In 2019, 2020, and 2021, Daniel was recognized among the Forbes Best-In-State Wealth Advisors.*

<sub>*2021 Forbes Best-in-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19-6/30/20 (Source: Forbes.com).

*2020 Forbes Best-in-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18-6/30/19 (Source: Forbes.com).

*2019 Forbes Best-in-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17-6/30/18 (Source: Forbes.com).</sub>

Aaron Golden advises clients with generational wealth on matters of wealth planning, cash flow management, tax-efficient investing, and risk management.  Aaron works closely with our clients to uncover risks which could jeopardize their financial goals.  Aaron has expertise in wealth planning and trained financial advisors in wealth planning prior to co-founding the Boland Golden Private Wealth Group.

Before joining the financial services industry, Aaron practiced corporate law at Cravath, Swaine & Moore in New York City and Jones Day in Atlanta.

Aaron and his wife, Eleza, have a son and daughter.  Aaron peaked in elementary school as a national chess champion, but somehow his children always beat him at chess.  Aaron spends his free time coaching his son’s soccer team and searching for the best restaurants with his daughter.

Casey is the team lead for client service and operational matters, including performance reporting and cash management.  Casey Wilson began his career as a Financial Advisor with Merrill Lynch in 1997. 

Casey graduated from LeMoyne College in New York.  He and his wife Wilma spent eight years in Maui.  Casey has authored two novels and appeared in an Adam Sandler movie.  Casey is an active volunteer with SPECTRUM Autism Support and an avid woodturner.  He enjoys harvesting local trees for his craft and is an avid reader of fiction.