As a servicing advisor I assist with conducting research, analyzing asset allocation of aggregate or outside holdings and offering an independent, unbiased perspective. What you can expect from me is a timely response, a diligent work ethic, respect, and a fiduciary responsibility. My goal every day is to be efficient, proficient, and a reliable resource and team member to my colleagues and clients.
Professional Accreditations & Education
- CERTIFIED FINANCIAL PLANNER™ candidate (passed March 2018 exam)
- Certified College Funding Specialist™ (CCFS®)
- Enjoys exercising, warm weather, playing tennis and listening to music
- Blake has been cutting his own hair since early 2016
- Lives in Clarkston, MI
- Joined Sequoia in 2019