Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies

Education

  • 1980-1985 Bachelor of Accountancy, Tax/Estate/Business from University of Oklahoma

Awards & recognition

  • RoseStone Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Previous experience

  • Senior with Laventhol and Horwath, 3 years
  • Audit with Sartain Fishbein and Co, 4 years

Community participation

Past treasurer and board member of Big Brothers and Sisters

Interests

Blakes entire family enjoys outside activities including soccer, yard work, skiing, hiking and camping

My photos

1 albums
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