Blake brings to his role as Advisor more than a decade of experience in private wealth management. He has primary responsibility for managing client relationships and advising on portfolio design and financial planning matters. Blake has developed considerable expertise in the areas of retirement planning and benefits planning and often serves as the firm’s technical lead on these topics.
Blake earned a bachelor’s degree in Finance from Grove City College. He holds the Chartered Financial Analyst (CFA) and the Certified Financial PlannerTM (CFP®) designations.
Blake resides in Moon Township with his wife and children, Delaney, Susannah, and James. In his free time, he enjoys spending time with family, sports, and cooking.