About Blake
As an Associate Wealth Advisor, Blake works with clients to help ensure they have a deep understanding of their financial plan and are on track to achieve the financial future that they envision for themselves and their families. To Blake, comprehensive financial planning seems to be the perfect intersection of his lifelong affinity for math and a growing heart to serve others.
The best part of Blake’s day is when he can learn what makes a person unique, what they care most about, and how he can assist them in reaching their goals. Blake values collaboration, and he welcomes any opportunity to support his clients through tax planning, charitable giving strategies, asset location strategies, Roth conversion opportunities, and creating custom financial plans.
Prior to joining Buckingham in 2021, Blake worked in various roles – from tutor to small business accountant to consultant – to support the pro bono financial planning services he provided under Abide Ministries, a nonprofit based in Michigan. He began his career in finance at LJPR Financial Advisors, which later merged with Sequoia Financial Group.
Blake earned a bachelor's degree in finance from Oakland University in 2018 and holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
A Michigan native, Blake moved to Dallas to be part of Watermark Community Church, where he spends much of his time learning, serving and growing. He enjoys being with friends and family, warm weather, playing tennis and volleyball, and keeping up with the latest music.
As an Associate Wealth Advisor, Blake works with clients to help ensure they have a deep understanding of their financial plan and are on track to achieve the financial future that they envision for themselves and their families. To Blake, comprehensive financial planning seems to be the perfect intersection of his lifelong affinity for math and a growing heart to serve others.
The best part of Blake’s day is when he can learn what makes a person unique, what they care most about, and how he can assist them in reaching their goals. Blake values collaboration, and he welcomes any opportunity to support his clients through tax planning, charitable giving strategies, asset location strategies, Roth conversion opportunities, and creating custom financial plans.
Prior to joining Buckingham in 2021, Blake worked in various roles – from tutor to small business accountant to consultant – to support the pro bono financial planning services he provided under Abide Ministries, a nonprofit based in Michigan. He began his career in finance at LJPR Financial Advisors, which later merged with Sequoia Financial Group.
Blake earned a bachelor's degree in finance from Oakland University in 2018 and holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
A Michigan native, Blake moved to Dallas to be part of Watermark Community Church, where he spends much of his time learning, serving and growing. He enjoys being with friends and family, warm weather, playing tennis and volleyball, and keeping up with the latest music.