Blake is a native Ottumwan, attending Indian Hills Community College and Buena Vista University, obtaining his B.A. Since then, Blake has achieved many milestones, including his Certified Financial Planner™ and Accredited Investment Fiduciary® designations, and is Bucket Plan Certified. Following his mentorship with Bob, he now serves as our organization’s President.

 

Blake stays on top of changes in our industry and innovates financial strategies that focus our 5 pillars of holistic wealth management. He is a member of Ed Slott’s Elite IRA Advisor Group and trains with Ed’s team of IRA experts regularly. He has followed in Bob’s footsteps joining The Strategic Coach®, a program with access to entrepreneurs around the world. In his spare time, he’s the Keeper of the Kingdom with a house full of princesses. He and his wife, Katherine, have two beautiful daughters. Besides our office, you might see him at a Daddy/Daughter dance.