”I find nothing more gratifying than successfully solving a problem for someone else, be it a client, coworker, friend, or even a stranger.”
As a member of Truepoint’s financial planning team, Blake collaborates with advisors and specialist teams to ensure delivery of an integrated and personalized experience for clients. Blake also helps clients plan for the future by creating and interpreting financial projections. “Truepoint dares to be different by providing clear, transparent, and consistent financial advice along with a full range of integrated services. I am excited to build lasting relationships with clients, helping them plan for the future and make sound financial decisions.”
Blake is a summa cum laude graduate of Miami University in Oxford. He earned a Bachelor of Science degree in Finance and graduated with distinction from the University Honors Program. Blake holds the CERTIFIED FINANCIAL PLANNER™ designation.
Blake grew up with two younger sisters in Bellefontaine, Ohio, northwest of Columbus. He has played the piano since childhood, and enjoys leisure time outside, especially family vacations to the beach, as well as being productive in the yard and on home improvement projects. Blake also volunteers as a student mentor at Silverton Paideia Academy through the Cincinnati Youth Collaborative.