Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies


  • CPA Certified Public Accountant


  • 1980-1985 Bachelor of Accountancy, Tax/Estate/Business from University of Oklahoma

Previous experience

  • Senior with Laventhol and Horwath, 3 years
  • Audit with Sartain Fishbein and Co, 4 years

Community participation

Past treasurer and board member of Big Brothers and Sisters


Blakes entire family enjoys outside activities including soccer, yard work, skiing, hiking and camping