Blake has been serving Huntsville and the surrounding communities for over two decades, helping individuals and families make thoughtful, informed financial decisions.
As a CERTIFIED FINANCIAL PLANNER™, Blake specializes in personalized investment and tax planning. He takes the time to understand each client’s goals and circumstances, building strategies designed to support both short-term decisions and long-term outcomes.
Blake believes strong advice starts with trust, transparency, and relationships that last. Clients often rely on him not only for planning, but also as a trusted resource when navigating life’s financial questions.
A graduate of the University of North Alabama (B.B.A. in Economics, 2004), Blake lives in North Alabama with his wife Catherine and their daughters, Scarlett and Reese. Prospective clients are invited to schedule an initial “get to know you” meeting to see if working together makes sense.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Practitioner
Education
Bachelor of Business Administration (Economics)
University of North Alabama, 2004
Licenses
Series 7 – General Securities Representative
Series 66 – NASAA Uniform Combined State Law Exam
Registered in: Alabama, Tennessee, Mississippi, South Carolina
Insurance Licenses
Life & Health Insurance
Licensed in: Alabama