Blake has helped his clients achieve their goals by specializing in tax planning, retirement income planning, insurance planning, and helping them create a personalized roadmap for their retirement. He recognizes that no two clients are ever alike, and that understanding the individual situation and goals of every client is key to creating a financial roadmap that is unique to each one’s situation, goals, and dreams. Blake has partnered with CalChoice Financial, an independent Registered Investment Advisor firm in Scottsdale, AZ in order to have access to the best resources in the industry for his clients and their unique needs. He believes that paramount to everything else, honesty, integrity, and always putting the client first is key to his success.
Prior to entering the financial services industry, Blake developed his passion for helping individuals as a Registered Nurse with over 10 years of experience in the medical field. Most of that time was spent in the Intensive Care Unit and Emergency Services. “My love of helping people was absolutely established
while working as a Registered Nurse. I used to help people with their physical health, and now I get to help people with their financial health.”
He also developed his love of teaching while working in the medical field. “As a Registered Nurse, a very large and important part of the role is focused on patient education. Education is just as critical in the financial sector. I have loved partnering with the American Financial Education Alliance (AFEA) because it has allowed me to continue my love of teaching and provided a great platform to communicate financial principles to my community.”
Blake is an Arizona native, and is married to his lovely wife Jami. Together they have 2 children, Rylan and Brynlee. They love to spend time in Arizona’s great outdoors as a family any chance they get. They enjoy such activities as hiking, camping, fishing, kayaking, or just hitting a dirt road for a drive in their Jeep.