Blake was born and raised in central Florida and graduated High School in 1970. After graduation, he served his country honorably in the United States Air Force from October 1970 to September 1974. Two of those years in Southeast Asia. While in the Air Force, he was an Air Crew Boom Operator on a KC-135 Stratotanker air to air inflight refueler.
He graduated from the University of South Florida in 1980 with a degree in Finance. He has been working with
individuals and businesses in Central Florida since 1983.
As an investment advisor, I act as a fiduciary, and I am committed to maintaining the highest standards of integrity and professionalism in my
client relationships. I endeavor to know and understand your financial situation, financial needs, and most
importantly your family and legacy planning, so I can provide you with the best information, and highest
quality services and products to help you obtain your goals. By creating a personalized presentation to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate
management, and wealth preservation, you will gain a more complete understanding of opportunities and
potential rewards that are available when you take a proactive approach to your personal financial situation.
With over 42 years of professional experience in Investment Advising, I have helped hundreds of families
protect their investments, pension plans, and IRA’s, along with legacy planning.
In addition to being a Registered Representative, Series 7, 63. I hold the Registered Investment Advisor
Representative, Series 65. I am also a licensed insurance agent for Life, Health, Fixed and Variable Annuities
along with Equity Indexed Annuities. I am a Registered Representative with Kestra Investment Services, LLC
and an Investment Advisor Representative with Kestra Advisory Services, LLC. Licensed in FL, GA, SC, WA,
and TX.
I have successfully built my business on a tradition of trust, by putting my client’s needs first in product
selection and focusing on the needs of my clients.
The benefit of working with me is I will provide a clear, easily understood explanation of the financial products
and services recommended, and a personalized program that will serve as a road map for helping you move
toward a more secure financial future.
Blake has two children and a 5yr old Grandson. He and his wife Mary reside in Tampa and Tennessee.