Pat Schneeman and Chris Claussen - Values-Based Investing

Pat joined Boulay Financial Advisors, LLC in 2014 and currently serves as a Senior Wealth Manager. Prior to Boulay, he spent six years in employee benefits administration. Pat works closely with clients to identify goals and develop personalized financial roadmaps. He also helps clients navigate the intersection of investment planning and tax strategies through income tax preparation, asset location and distribution strategies. Pat uses the WealthNAVTM Experience to develop financial plans for clients and enjoys seeing goals turn into reality.
Chris joined Boulay Financial Advisors, LLC in 2021. His drive to impact and better the lives of people has led him to a career in wealth management. He relishes in the strategy and planning that the industry is based upon, which can lead to confident relationships and peace of mind for clients. Chris assists the wealth management team in several areas that include tax planning, accumulation plans, and investment management. He believes that the knowledge and tools that Boulay has to offer clients can truly “Help Them Get There.”