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Boeckermann Grafstrom & Mayer Announces Chief Financial Officer

We are pleased to announce that Sara Maloney has joined the firm as its Chief Financial Officer.

Maloney will direct and oversee the fiscal functions for BGM CPAs and the other BGM Group companies, including BGM Wealth Partners, Bridge West, Cornerstone Private Asset Trust Company, Element Technologies, and Hunter Advisors.

“Since our founding in 1982, BGM has experienced steady growth,” said Dane Boeckermann, President and Principal of BGM CPAs. “Our strategic vision for the future includes expanding our service offerings, the industries we serve, and our areas of expertise – all to best meet the needs of our clients. We are pleased to have Sara join our team to help drive these endeavors.”

Maloney has over 20 years of accounting and management experience leading internal finance and accounting teams. She graduated from Hamline University with a B.S. in Management and a B.S. in Economics.

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“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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