Blaise's career as a financial advisor has been built around one ideal: cultivating sincere client financial relationships. Your dreams, your wants, your specific financial goals are what's most important to you - and to Blaise. Blaise enhances the client experience and offers exceptional value with the implementation of his detailed Client Communication Plan, distribution of ongoing unbiased financial information and ability to generate creative financial solutions. He works closely with you to customize a financial plan around your life and wants you to be understood as a client.
Blaise has been a financial services professional for over 19 years, advising clients through numerous bear markets. He has built a successful practice by serving as a wealth manager advising a select group of business professionals, corporate executives and their families in the "Thirteen Wealth Management Issues" (listed in the Client Center section). His professional life is driven by the desire to improve the personal lives of his clients. He prides himself on doing more than is expected of him.
Blaise is a graduate of the University of Florida with a degree in Economics and earned his MBA from the University of Central Florida. He has been a member of the Rotary Club of Orlando since 1998. Blaise has called Orlando home since 1979 and in 2002, was awarded the Good Citizenship Award by the Orlando Police Department. He and his wife have two children and they are members of the First Presbyterian Church of Orlando.
Blaise has earned the Accredited Investment Fiduciary® (or AIF®) professional designation from the Center of Fiduciary Studies. The AIF®, designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care when managing money for others.