About Blake
Blake works with clients to help ensure they have a deep understanding of their financial plan and are on track to achieve the financial future that they envision for themselves and their families. To Blake, comprehensive financial planning seems to be the perfect intersection of his lifelong affinity for math and a growing heart to serve others. The best part of Blake’s day is when he can learn what makes a person unique, what they care most about, and how he can assist them in reaching their goals. Blake values collaboration, and he welcomes any opportunity to support his clients through tax planning, charitable giving strategies, asset location strategies, Roth conversion opportunities, and creating custom financial plans.
A Michigan native, Blake and his wife, Daria, are part of The Commons Church, where they spend much of their time learning, serving, and growing. Blake enjoys being with friends and family, warm weather, playing tennis and volleyball, and keeping up with the latest music.
Education and Professional Milestones
-Oakland University - bachelor's degree in finance
-Held various roles – from tutor to small business accountant to consultant – to support the pro bono financial planning services he provided under Abide Ministries, a nonprofit based in Michigan
-Began his career in finance at LJPR Financial Advisors, which later merged with Sequoia Financial Group
Blake works with clients to help ensure they have a deep understanding of their financial plan and are on track to achieve the financial future that they envision for themselves and their families. To Blake, comprehensive financial planning seems to be the perfect intersection of his lifelong affinity for math and a growing heart to serve others. The best part of Blake’s day is when he can learn what makes a person unique, what they care most about, and how he can assist them in reaching their goals. Blake values collaboration, and he welcomes any opportunity to support his clients through tax planning, charitable giving strategies, asset location strategies, Roth conversion opportunities, and creating custom financial plans.
A Michigan native, Blake and his wife, Daria, are part of The Commons Church, where they spend much of their time learning, serving, and growing. Blake enjoys being with friends and family, warm weather, playing tennis and volleyball, and keeping up with the latest music.
Education and Professional Milestones
-Oakland University - bachelor's degree in finance
-Held various roles – from tutor to small business accountant to consultant – to support the pro bono financial planning services he provided under Abide Ministries, a nonprofit based in Michigan
-Began his career in finance at LJPR Financial Advisors, which later merged with Sequoia Financial Group