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.
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 held 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.
For the last five years, Dave has been the guardian of a student from Nigeria named Peter, who is currently a junior at Grand View University. When not watching Peter play basketball, Dave can be found on the golf course, attending way too many Iowa Hawkeye games or spending time with family and friends.
Jason is originally from Ankeny, Iowa, and graduated from Iowa State University with degrees in accounting and finance. His career began with Ernst & Young in Des Moines, from which he went on to pursue a career in finance. Years later, he and Dave reunited to start the financial services firm Boelman Shaw & Company where he concentrates his time developing retirement income strategies for retirees and investment accumulation plans for those still working toward retirement.
Jason lives with his wife, Shannon, and his two young boys, Jacob and Adam, who attend Waukee schools. Much of his free time is devoted to kids' activities, but he also enjoys travel, photography, reading, and sports.