We believe in the power of working as a team to deliver the highest caliber of service and to keep you at the center of our focus. Read more about each of our valued team members and the role we play in caring for your wealth management needs.
Daniel Boland
Managing Director
Private Wealth Financial Advisor
Daniel Boland is one of two financial advisors on the team and heads its investment strategy, working closely with other members to manage client portfolios and evaluate investment opportunities. Daniel also works closely with clients’ other advisors in navigating business transactions and estate planning strategies.
In 2019, 2020, and 2021, Daniel was recognized among the Forbes Best-In-State Wealth Advisors.*
Daniel and his wife, Heidi, have three boys. Away from the office, Daniel is passionate about volunteering as a mentor to veterans who are transitioning careers through the American Corporate Partnership. He also enjoys coaching his boys’ football teams and playing tennis.
*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-competed survey was used for rating. This rating is not related to the quality of the investment advice and based soley on the disclosed criteria.
Aaron Golden serves as one of two financial advisors in The Boland Golden Group. With previous experience in training financial advisors in planning, Aaron leads the team’s planning practice, crafting roadmaps to help clients identify and reach their financial goals.
Aaron advises clients on all aspects of their wealth and makes recommendations based on their needs for cash flow management, tax-efficient investing, and risk management.
Before joining the financial services industry, Aaron practiced corporate law at Cravath, Swaine & Moore in New York City and Jones Day in Atlanta. He graduated with his undergrad degree from Harvard University and earned his J.D. from NYU Law School.
Aaron and his wife, Eleza, have two children, Aviva and Max. In elementary school, Aaron was a national chess champion but often loses matches to his daughter. In his free time, Aaron enjoys eating his way up Buford Highway in Atlanta.
Casey Wilson acts as the team lead for all client services and operational matters. Casey serves as the primary point of contact for clients and manages day-to-day activities of the team. With over 20 years of experience in the financial services industry, he is passionate about carrying out a smooth experience for the team’s clients and helping direct them to the proper solutions when they’re in need of support.
Before beginning in the field, Casey earned his bachelor’s degree from Le Moyne College.
Casey and his wife, Wilma, lived in Maui for eight years, during which time he wrote two novels. In his spare time, Casey is an avid fiction reader, a watch aficionado, and a maker of fountain pens.
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