Client Advisory


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.


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


  • Certified QuickBooks ProAdvisor

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