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Boeckermann Grafstrom & Mayer Hires First CFO

Clare Chisholm

Bloomington, Minn.-based Boeckermann Grafstrom & Mayer (FY18 net revenue of $19.5 million) announces that Clare Chisholm has joined the firm as its first CFO.

Chisholm will direct and oversee the fiscal functions for Boeckermann Grafstrom & Mayer (BGM), as well as for the other entities of the BGM Group, which includes 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,” says COO Brad Mayer. “Our strategic vision for the future includes expanding our service offerings, the industries we serve and our areas of expertise – all to best serve our clients.”

Chisholm, who has more than 25 years of experience, started her career in public accounting, and then transitioned to corporate management, leading finance, IT and operational teams. Prior to joining BGM, she worked for a regional accounting firm as its director of client accounting services and director of finance.

More news from Boeckermann Grafstrom & Mayer

Boeckermann Grafstrom & Mayer Launches Family Office Services Group

Bloomington, Minn.-based Boeckermann Grafstrom & Mayer announced that it has formed a family offices services group for high-net-worth individuals

“Offering this service allows us to simplify our clients’ lives by servicing a variety of their needs all under one roof,” says Dane Boeckermann, PIC of the group. Services include asset tracking, contract reviews and bill pay. Also included is lifestyle and family management services, such as property management, appointment setting and travel research. “We can handle all of it so that clients can focus on what is most important to them.”

Comprised of CPAs, wealth advisors, trust and financial advisors, attorneys and insurance specialists, the team coordinates personal and business finances. Also on staff is a full-time lifestyle and family management advisor to assist clients in handling the details and responsibilities that come from leading a busy life or running a household. All services are customizable.

Three Minnesota Firms Merge

Bloomington, Minn.-based Boeckermann Grafstrom & Mayer (BGM) (FY18 net revenue of $19.5 million) has merged in Weber & Deegan Ltd. of Edina, Minn., and Majeski Jahnke & Company of Eagan, Minn.

The combination became effective Nov. 1.

“Since our founding in 1982, we have maintained a steady and strategic vision for our firm’s growth, focused on expanding our service offerings, the industries we serve and our areas of expertise,” says COO Brad Mayer. “Combining with these two firms propels our vision of expansion forward and enables us to serve the evolving needs of our clients.”

“Weber & Deegan has a history of partnering with BGM. We share the same values, philosophies and commitment to client service,” says Mike Deegan, president of Weber & Deegan. “As a result of our two highly compatible firms joining together, we can offer clients expanded capabilities and depth of service in tax, audit and advisory services.”

Joe Majeski, president of Majeski Jahnke & Company, says, “Our firm shares BGM’s commitment to offering clients high-quality, personal service and professional advice.  Coming together will allow us to expand our client offerings to enhance that service.”

With the addition of the Weber & Deegan team and the Majeski Jahnke & Company team, the BGM group of companies will have more than 140 employees. Affiliated companies are BGM Wealth Partners, Bridge West, Cornerstone Private Asset Trust Company, Element Technologies and Hunter Advisors. BGM has six offices in Minnesota, Colorado and Florida.