After a 20+-year background in corporate finance and systems Boak entered the practice of personal financial planning in 2004. He was recruited by PSECU Financial Services in 2005, available through CUSO Financial Services, L.P., and is now the longest tenured advisor in the organization. In his words, “I am honored to have the opportunity to apply my skills and experience to the financial planning needs of PSECU members and their families.” The name “Boak” is actually of Scottish origin, and coincidentally, Boak and his wife Nancy have resided in Scotland, PA for the past 25 years. On a personal note, Boak is proud of the fact that he was a snare drummer in the Penn State Blue Band, and in his spare time these days enjoys fishing and Alpine Skiing, and is a Certified Level II PSIA ski instructor. Boak is registered to do business in the following states: AZ, CA, FL, GA, LA, MD, MA, MS, NJ, NY, NC, OH, PA, SC, VA, WV and the District of Columbia.