Blake is a Financial Advisor with North Star Consultants’ Medical Division working out of the Cincinnati, OH location. He runs an independent financial practice in which he works primarily with specialty physicians and dentists. Blake focuses on providing a comprehensive financial service experience to his clients while helping them to grow and protect their wealth.
Blake has chosen to work with medical professionals because he believes that they share many of the same values that he holds to a high regard: family-oriented, goal-oriented, honesty, and ambition. His main priority to is to help his clients make wise financial decisions and to bring them financial security. In order to accomplish this Blake believes that transparent communication between both parties is vital.
Blake spends the majority of his time working with young physicians as they get settled into practice, and often times settled into life. He has found that by working with physicians when they are beginning their careers, he can help them to form the correct savings habits necessary to efficiently pursue their financial goals, thus making a greater impact in their lives overall.
Some of the financial services that Blake can provide include:
- Comprehensive Retirement Strategies (Solo 401k, SEP, 401k, 403b, Roth IRA)
- Debt Management (student loans, personal loans, credit cards)
- Physician Specific Disability Insurance
- College Funding Options
- Life Insurance Strategies
- Investment and Asset Management
- Tax Deferred Investment Strategies*
- Asset Protection Strategies*
- FINRA Series 7 and 66 registered
- Life and Health licensed
- Variable Life and Annuity licensed
Blake is originally from the Cincinnati area. He graduated from the University of Dayton with a degree in finance and an emphasis in investment management, where he played football. He enjoys spending his spare time working out, playing sports, swimming and hanging out with family and friends.
Blake is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 1841625/DOFU 7-2017
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
CincinnatiScripps Building, 312 Walnut Street
Cincinnati, OH 45202