About Blake
With taxes affecting many aspects of financial planning, Blake enjoys using his tax experience to research and implement strategies that help clients reduce their lifetime tax burden. It’s important to Blake to develop a relationship of trust with clients by being a valuable resource for questions and concerns while always acting in their best interest. Blake’s passion for wealth management goes far beyond tax planning alone, as he works with clients on holistic financial plans to achieve their long-term goals.
Outside of work, Blake and his wife enjoy volunteering with the youth program at their church, playing golf, and experiencing their home state of Colorado. They share many passions, including cars and sports.
Education and Professional Milestones
- Brigham Young University - master’s degree in accounting
With taxes affecting many aspects of financial planning, Blake enjoys using his tax experience to research and implement strategies that help clients reduce their lifetime tax burden. It’s important to Blake to develop a relationship of trust with clients by being a valuable resource for questions and concerns while always acting in their best interest. Blake’s passion for wealth management goes far beyond tax planning alone, as he works with clients on holistic financial plans to achieve their long-term goals.
Outside of work, Blake and his wife enjoy volunteering with the youth program at their church, playing golf, and experiencing their home state of Colorado. They share many passions, including cars and sports.
Education and Professional Milestones
- Brigham Young University - master’s degree in accounting