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Patrick Schneeman

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Patrick Schneeman

CFP®

Senior Wealth Manager

Patrick joined Boulay Financial Advisors, LLC in 2014 and has spent the last nine years building financial planning expertise and client relationships as a Senior Wealth Manager. As he works with his clients to form comprehensive financial plans, Patrick offers a variety of services including retirement planning, investment management, tax planning and risk management. He also utilizes software tools such as WealthNAVTM and Holistiplan to illustrate financial and tax planning strategies, and partners with the many resources at Boulay to add value for client relationships. As a trusted wealth management advisor, he is passionate about simplifying the complex to help clients define and achieve their financial goals.

In his free time, Patrick enjoys spending time with his family, taking his two boys to sporting and Scouting events, and getting outside as much as possible.

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Involvement

  • University of Marquette Alumni Association, Minnesota Chapter
  • Nativity School Advisory Council—Finance Committee Member
  • Boulay Leadership Development Group
  • The Ensemble Practice’s G2 Leadership Institute—Class of 2023
  • Financial Planning Association of Minnesota

Education

    • Marquette University — B.A.
    • CERTIFIED FINANCIAL PLANNER™ Professional
    • Series 7 and 66 Registered

Personal Interests

    • Spending time with his family
    • Going to the cabin
    • Golfing
    • Skiing
    • Cycling
    • Playing music

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.