Do you have big goals for retirement?
You need a coach like Blake to help you visualize the future and create a master plan. 

Blake has deep knowledge through his background in investing and financial planning, working with individuals to realize not only their professional goals, but also their personal ones.  With his natural inclination towards analysis, he works alongside his clients to build retirement plans, break down the nuances of executive compensation packages, and create tax minimization strategies for business owners planning a sale. 

​Blake is an accomplished financial advisor and earned his CIMA®️  (Certified Investment Management Analyst) designation in 2019 offered by the Investments & Wealth Institute taught in conjunction with the Yale School of Management.
After graduating from the University of Alabama in 2012 with a degree in finance and accounting, Blake began his career in financial services. He worked in his hometown of Birmingham, Alabama for four years and then transitioned to San Diego to capitalize on the potential for growth in his career.
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In true California style, Blake and his wife Margie live by the beach with their Australian Shepherd, Milo. In his free time he enjoys golfing, surfing, and cheering on the Crimson Tide on Saturdays. ​

Financial Planning Ideas You Should Know About

We've built a library of E-books focused on our most helpful financial and tax planning concepts in an effort to educate and inform people just like you!  Below are a couple of our most read topics.  Take a look and see if any of these strategies may be right for you.

The Mega-Back Door Roth

Do you make too much to contribute to a Roth IRA?  This is how smart investors use the rules to fund one.

Avoid Tax Mistakes

Do you own a business?  These are the top 5 tax mistakes we see business owners making.

Top 5 Investor Mistakes

These are the top 5 errors we see most commonly when reviewing new clients' portfolios.