Experience financial resources directed by your values and toward your goals.
As a specialist in attorneys, Blake’s clientele has come to value his role as a “quarterback” when working with their unique circumstances. This translates to holistic planning for this group, bringing with it the array of existing resources within North Star and enhancing the client’s experience of building out a specialized plan.
What led Blake to the financial advising career was two-fold. First, it was important for him to be in a career that allows him to make a significant impact on those he interacts with. This desire to help others was ignited through his experience working with his grandparents, who led a foster care ministry to assist at-risk youth. Second, Blake’s insight into the financial complexities of lawyers has helped foster Blake’s passion for serving this unique group. He gained this passion through his father, who has been the owner of his own Tax and Estate Law practice for 20+ years.
Following his time at Texas A&M, Blake accepted a position at North Star’s office in Austin. In this role, he uses his passion for serving attorneys across the nation, acting as their guide while they work through their finances.
Blake makes his home in the Austin area with his wife, Karissa. If you don’t find Blake in the office, he is likely engrossed in a Liverpool Football Club game or cheering on the Austin FC. He also enjoys fishing trips in the Gulf of Mexico, and most importantly, he puts a high value on serving as a small group leader at his local church.
In the financial field, Blake has received training in several registrations and licenses, including:
- Series 65 – Uniform Investment Advisor Law
- Series 7 – General Securities Representative
- Series 6 – Investment Company and Variable Contracts Products Representative
- Series 63 – Uniform Securities Agent State Law
- Insurance License (General Lines Life, Accident and Health)
- Comprehensive fee-based financial planning
- Estate planning
- Wealth management
- Debt management
- Life insurance
Investment advisor representative of Cetera Advisor Networks, LLC.