With 28 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. I have served clients for 28 years and look forward to helping investors meet their financial goals for many years to come. I earned a Bachelor’s degree in History from the Virginia Military Institute. Away from the office, I also enjoy running, fishing and spending time with my family. My wife, Maggie, and I live in Wilmington with our two children, Jack and June.


Comprehensive Investment Planning

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.


Retirement Income Planning

An often overlooked aspect of retirement planning is the amount of annual income you’ll likely receive from your investments. I can help you choose retirement income strategies that may help you maintain flexibility and control of the principal, grow the principal and increase the income, or have enough income to last the rest of your life.


Advice for Your Full Financial Life

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.


About Wells Fargo Advisors

Wells Fargo Advisors, grew through mergers with highly respected regional and national firms. It is a non-bank affiliate of Wells Fargo & Company, one of the nation’s largest and highly respected financial institutions.

Blake coordinates the overall client experience, so that each client receives personalized service. She works to ensure that clients’ administrative, trading, and operational needs are handled accurately and quickly. She oversees the day-to-day administration of accounts, and she also schedules appointments and handles incoming calls. With more than 28 years of client service experience, she is the first person you should call if you have any questions about your investment planning process.