Your long-term financial ally
Blake is only one meeting away from all of life’s financial questions.
Blake runs an independent, nationwide practice that primarily utilizes web-based meetings while also maintaining the importance of face-to-face trust. Blake’s practice is focused on helping physicians, dentists, business owners, and high-income families work toward financial independence. His role is to translate clients’ dreams and goals into an attainable road map that can then be implemented via the course of a life-long relationship. Blake and his team monitor progress and help clients make important financial decisions with confidence. Seeing clients empowered by their finances is by far the most rewarding part for Blake!
His process uses creative problem solving, a high level of expertise, and a transparent fee structure to conduct in-depth analysis before any recommendations are made. He provides his clients with a personalized and detailed action plan, and then periodically reviews it to hold them accountable. With this level of detail, his team only accepts a select group of new comprehensive advisory clients per year. His services are designed to be “white glove” so our clients can focus on their passions and family!
Blake’s ideal client is committed to working together with his team for measurable financial progress. Blake runs his practice with an open-door policy, encouraging clients to bounce ideas off him and utilize his guidance throughout the year.
Blake has focused his financial literacy and community outreach efforts toward the medical professional community. He has conducted educational speaking engagements at several of the teaching hospitals across the country including Cleveland Clinic, University of Cincinnati Medical Center, Ohio State University, University of Michigan, Spectrum Health, University of Pittsburgh, Mercy Health, University Hospitals/Case Western, Detroit Medical Center, Summa Health, Akron General, MetroHealth, TriHealth, Wayne State University, University of Kentucky, University of Louisville, Indiana University, Henry Ford Health, St. Vincent Health, Wright State University, Mount Carmel Health, OhioHealth, Nationwide Children’s, Cincinnati Children’s, Akron Children’s, The Christ Hospital Health Network, St. Elizabeth Healthcare and the University of Toledo.
Some of Blake’s specialties:
- Business owner solutions
- Physician-Specific disability insurance
- Life Insurance Strategies
- Wealth accumulation strategies
- Investment and asset management
- Retirement funding options (Solo 401(k), SEP, 410(k), 403(b), Roth IRA)
- Tax-efficient investment strategies*
- FINRA Series 7 and 66 registered
- Life and Health Insurance Licensed
- Variable Life and Annuity Licensed
Originally from and currently residing in Cincinnati, Blake graduated from the University of Dayton with a degree in finance and a concentration in investment management, where he played football.
Blake is a registered representative and investment advisor representative of Securian Financial Services, Inc.