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 client value by offering creative financial solutions and distributing consistent, unbiased, meaningful financial information. 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 25 years, advising clients through numerous bear markets. He has built a successful multi-family practice by serving as a wealth manager advising a select group of business owners, corporate executives, healthcare professionals and their families. His professional life is driven by the desire to improve the personal lives of his clients and exemplifying humility at the highs, confidence at the lows and integrity always.

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 is active as a community volunteer and has held various leadership positions with several charitable Central Florida area organizations listed in the “About Us” tab, “Giving Back” drop down box on our website. Blaise has called Orlando home since 1979 and was awarded the Good Citizenship Award by the Orlando Police Department. He and his wife have two children and they are long time 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.

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