With more than 23 years of experience in financial planning and investment management, Blaine has the accumulated knowledge and perspective to help you with your financial goals. Blaine understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Blaine will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Blaine endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Applying what he learns about you and your goals and an analysis of the current financial markets, Blaine designs a customized investment portfolio made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Blaine puts it into action and keeps the lines of communication open about performance to seek opportunities to adapt to life changes and new goals.
Blaine began his career in financial services in 1999 and previously spent 23 years with Edward Jones, where he became a limited partner. Today, Blaine provides financial planning, retirement planning, wealth transfer planning and more through Raymond James.
A native of Colorado, Blaine resides in Meeker, Colorado. Away from the office, Blaine enjoys spending time on the family ranch in Meeker.