Blake has been proudly helping families, individuals, and small businesses achieve their overall financial goals since 2005. Building his practice primarily through word-of-mouth referrals, Blake strives to ensure that his clients enjoy the accumulation, preservation, and distribution of their wealth to be accompanied with understanding and peace of mind. His goal has always been to assist others in achieving their financial freedom.
As an Accredited Investment Fiduciary (AIF®), Blake has been recognized for many accomplishments throughout his career. Since having been named Boston Partners Financial Group’s "New Associate of the Year" in 2006, he has been a perennial qualifying member of the Million Dollar Round Table*, an international association representing elite financial service professionals, and a past recipient of the “Achieving Client Excellence”** award. In 2022, he was named one of New Hampshire’s “40 Under 40” for his role in helping shape the state’s “economic, educational, and financial future.”
Blake graduated with a double major from Bates College in 2005, and has completed advanced courses of study through Boston University in financial planning, insurance, investments, taxation, retirement planning, and estate planning. During his time at Bates College, he captained the men’s tennis team to four straight National Championship tournament appearances, and was named as the college’s sole representative to the NCAA National Leadership Conference in Orlando, Florida.
While studying at Bates, he met his future wife Katrina. Today, they have two wonderful children, Dean, and Macy, who they are raising in Hooksett, NH. Blake enjoys coaching for his kids’ youth baseball, soccer, and tennis programs every year. He also proudly serves as Chair on the Board of Trustees for the Capitol Center for the Arts in Concord.
When he is not assisting clients, you can find Blake on the tennis court, or behind a drum set, a passion of his for over 30 years. Blake has shared the stage with B.B. King at the Hampton Beach Casino Ballroom, and has been asked to play on countless different recording projects over the years.
*Qualifying membership in the Million Dollar Round Table (MDRT) is based on minimum sales production requirements and gross business generated within a year.
**The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 representatives each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.