Summit Financial Advocates

About us

Daily Money Management

Bradley Boullear entered the field of daily money management with a strong service mindset and a professional background rooted in technical problem-solving. With an engineering career spanning aerospace and wireless communications, he is skilled at navigating complex systems, digging into the details, and resolving issues efficiently. He brings a practical, hands-on approach to helping individuals, small businesses, and households stay organized, reduce financial stress, and feel confident in their day-to-day finances.

 

Before launching his Daily Money Manager practice, Bradley spent four years owning and operating a small business, where he directed all aspects of operations and developed a deep appreciation for clear systems, accurate records, and proactive financial oversight. He managed payroll using Gusto, learned the fundamentals of QuickBooks, and ensured accuracy in payroll processing and tax reporting. Bradley closely tracked daily, weekly, and monthly revenue, using this information to guide decision-making and optimize labor schedules to control operating costs—experience that directly informs the practical support he provides to clients today.

 

Today, Bradley brings these skills and lessons to his work as a Daily Money Manager, offering dependable, detail-oriented support to clients who want a trusted advocate to help manage the financial tasks of everyday life with care, clarity, and integrity.

 

A resident of Boulder, Bradley enjoys volunteering with the local Meals on Wheels organization and spending time on nearby hiking trails whenever possible.


As a member of the Association of Daily Money Managers (AADMM), Bradley adheres to a strict Code of Ethics and undergoes an extensive biennial background check administered by ClearStar. Background check results can be provided upon request.