May 3, 2022 Meeting Preview

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.”
Duty Roster 4/17/22 - 05/03/22
 April 19thApril 26thMay 3rd
GREETERJohn GoergenBill GaddisMark Freiberg
INSPIRATIONRuss HenriksenJohn GoergenRick Getschow
CHECK INJon MelanderLyndon MoquistHolly Link
DOOR PRIZEDan BoeckermannSharon BorineBlake Cadwallader
VOCATIONALBill GaddisRick GetschowJohn Goergen
April 26th Meeting Notes

Meeting Notes: 

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Blaine Peterson joined us this past Tuesday to talk about flying cloud airports. Blaine Peterson is currently the Airport Manager for the Flying Cloud and Airlake (Lakeville) airports. Mr. Peterson was hired by the Metropolitan Airports Commission (MAC) in November of 2019, just prior to the COVID Pandemic. Prior to being hired by the MAC, Blaine was the Operations Director of the Duluth Airport Authority from November 2012 to November 2019. His efforts focused on the airfield maintenance, airport master plan update, local zoning, and airport strategic planning as well as three phases of the main runway reconstruction. Mr. Peterson has been an Ex-Officio Board member of the Duluth Airshow from 2013 through 2019. The Duluth Airshow has won the ICAS Pinnacle Award from 2014 through 2018 under his leadership. Prior to his appointment as Operations Director, Blaine held the position within the Duluth Airport Authority as Facility Manager. In addition to his regular job, active participation in community affairs is a strong interest and focus for him. Mr. Peterson was selected for the 2013 Blandin Community Leadership Program, a regional program designed to develop future leaders. As a result, he was solicited to lead the facilities planning team for a school referendum.


Rick Getschow was our vocational this week. Rick has been a city manager for 4 different cities and is the current manager for Eden Prairie. 
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