Dave Boelman and Jason Shaw, both Certified Public Accountants with over 20 years of experience, are the owners at Boelman Shaw. Jason is experienced in retirement income planning for current and future retirees. Dave’s work centers on tax planning and preparation for individuals and businesses.
Boelman Shaw specializes in tax and financial planning. We believe that the combined approach is key to maximizing executive investment opportunities for our clients, allowing them both to generate more income and to keep more of it after taxes.
Our firm takes pride in the security of your information. With the assistance of third-party experts, we have updated all of our information technology hardware and data security procedures. Our Client Portal is a secure site that will give you the ability to share information with your preparer confidentially and securely, as well as give you access to your return whenever you need it.
Dave Boelman, CPA
Dave grew up in Aplington, Iowa, and graduated with a Bachelor’s degree from the University of Northern Iowa in accounting. He began his career with Mosebach Griffith in Cedar Rapids, and he later moved to Ernst & Young in Des Moines, where he first worked with Jason. Dave has spent his entire career working with start-up companies, small and family-owned businesses, farms, and individuals. Together, Dave and Jason work on building and maintaining tax-efficient investment portfolios and financial plans for the firm’s clients. Away from the office, Dave enjoys watching sporting events and attending comedy acts.
Jason Shaw, CPA
Jason grew up in Ankeny, Iowa and graduated from Iowa State University with majors in Accounting and Finance and a minor in Economics. He began his career with Ernst & Young in Des Moines, and then to a small wealth management firm in Waukee. In 2006, Dave and Jason reunited to start the financial services firm Boelman Shaw & Company.
Most of his time at work is focused on the financial planning and investment side of Boelman Shaw where he develops tax-efficient retirement income strategies for retirees or investment accumulation plans for those still working toward retirement.
Outside of work, Jason loves spending time with his wife and two high school-aged boys. The family enjoys traveling to beaches, the mountains, or to Arizona to watch the Royals in Spring Training. He also spends time exploring the many bike trails in central Iowa, supporting his two boys in their various sports activities and watching baseball, football, or soccer.
Cory Millmier, CPA
Cory grew up in Donnellson in Southeast Iowa and earned his degrees in Accounting and Finance from Iowa State University. He began his career at Ernst & Young in Des Moines and subsequently spent five years as an Auditor at Athene in West Des Moines.
Personal finance and investing were strong interests of Cory’s during college and early in his career. Cory found the investment philosophy at Boelman Shaw to be consistent with his and joined the firm as an associate financial planner in 2019. He supports Jason in providing value to current and prospective financial planning clients. In his free time, Cory enjoys golfing, biking, and spending time with his wife Ally and Goldendoodle Mulligan.
Shelley Kehoe, CPA
Shelley Kehoe joined Boelman Shaw in 2002. Shelley specializes in tax preparation and works closely with IRS and IA Department of Revenue issues. She grew up in Waterloo, IA and attended the University of Northern Iowa, where she received her Bachelor’s degree in Accounting and earned her CPA certificate. Currently, Shelley lives in Johnston with her husband and two children. Outside of work she enjoys exercising, watching her boys participate in various activities and visiting family in sunny Florida.
Mary has been with Boelman Shaw and the acquisitioned company for 31 years. Mary received a Paralegal Associates of Science Degree from DMACC in 1983. She interned and worked for legal firms that evoked her interest in Individual Income Tax; that interest has expanded to an emphasis in Payroll Tax. Originally from Osceola Iowa, Mary is a long-time resident of Des Moines. Mary enjoys group fitness, biking, nature, all things food and family. Mary has enjoyed various volunteer activities and hopes to enjoy more in the future.
Kaytee joined Boelman Shaw seasonally in 2012 and moved to full time in 2019. She has had multiple roles in her time here and is currently the office manager. She is from Windsor Heights where she graduated from Dowling High School before attending Iowa State where she earned a BA in Performing Arts. She is an avid reader when not watching musicals or cheering on her favorite sports teams.
Gerly grew up in Des Moines, IA, however, she was born in Peten, Guatemala. She earned an Associates degree in Accounting, along with various other accounting certifications from Des Moines Area Community College. She began her journey into accounting in 2006 as a Tax Preparer. She joined Boelman Shaw in June 2020 in Administration and Bookkeeping. When she is not at work, she enjoys furthering her education, and plans to obtain a Bachelor of Art in Accounting from Grandview University. She also enjoys spending time with her two children Amber and Noah.