About Blake
Blake’s primary responsibilities are supporting the lead advisor in maintaining organized client records, preparing for and participating in client meetings, and ensuring that any resulting action plans are executed. It’s important to him to develop a relationship of trust with clients by being a valuable resource for questions and concerns and always acting in their best interest. As financial planning can often feel complex and intimidating, he enjoys helping others understand and implement wealth management strategies in pursuit of their long-term goals.
Outside of work, Blake enjoys volunteering with the youth program at his church, staying active, and spending time with family and friends. He loves cars and sports and enjoys watching everything from Formula 1 to golf.
Education and Professional Milestones
-Brigham Young University - master’s degree in accounting
-Worked at KPMG for four years in the federal tax group, mainly focusing on tax return and K-1 preparation for large partnerships in the real estate, private equity, and oil and gas industries.
Blake’s primary responsibilities are supporting the lead advisor in maintaining organized client records, preparing for and participating in client meetings, and ensuring that any resulting action plans are executed. It’s important to him to develop a relationship of trust with clients by being a valuable resource for questions and concerns and always acting in their best interest. As financial planning can often feel complex and intimidating, he enjoys helping others understand and implement wealth management strategies in pursuit of their long-term goals.
Outside of work, Blake enjoys volunteering with the youth program at his church, staying active, and spending time with family and friends. He loves cars and sports and enjoys watching everything from Formula 1 to golf.
Education and Professional Milestones
-Brigham Young University - master’s degree in accounting
-Worked at KPMG for four years in the federal tax group, mainly focusing on tax return and K-1 preparation for large partnerships in the real estate, private equity, and oil and gas industries.