”I find nothing more gratifying than successfully solving a problem for someone else, be it a client, coworker, friend, or even a stranger.”
Blake’s Story
As a wealth advisor, Blake helps clients develop and implement their wealth management strategies, and he serves as the center of the client relationship experience, working closely with each of Truepoint’s specialist teams, including investment management, financial planning, tax management, and estate planning. Blake appreciates Truepoint’s distinctive approach to financial planning, as well as the firm’s commitment to providing clear, transparent, and integrated financial services.
In his free time, Blake enjoys international travel, spending time outdoors, yoga, strength training, and playing the piano. He also volunteers with many local philanthropic organizations, especially programs that serve young people.
Specialties: collaborative financial planning, holistic wealth management, personalized advice
