Client Advisory

Biography

Blake is an Associate in the New York office. In this role, he works closely with bill pay clients to provide high-touch service and bill pay management. He is committed to easing the administrative burden of clients’ busy lives and giving them peace of mind.

Prior to joining Cerity Partners, Blake served as a Bookkeeper & Client Reporting Specialist at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before AJ Wealth, Blake collaborated with startups and high-growth businesses to design and implement customized accounting systems and financial reports, empowering entrepreneurs to make decisions with confidence.

Education

  • B.S. in Accounting, summa cum laude, from the University of Arkansas at Little Rock
  • MBA from the University of Arkansas at Little Rock

Highlights

  • Certified QuickBooks ProAdvisor

Connect with Blake

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.