Associate Wealth Manager
About Blake
As an Associate Wealth Manager, Blake contributes to a diverse range of financial planning and wealth management tasks, attends client meetings, and assists with tax return preparation.
Blake initially joined Windward in 2023 as a part-time tax intern, and returned to Windward for a second tax internship in 2024. His outstanding performance and hard work during his two internships led to a full-time position with the firm.
Prior to joining Windward, Blake pursued his academic interests in economics at the University of Missouri-Kansas City. Outside of his professional responsibilities, Blake engages in various community-oriented activities, including volunteering and supporting his local church. He also enjoys traveling, photography, and expanding his knowledge through podcasts.
Education and Certifications
- Bachelor's Degree in Economics from University of Missouri-Kansas City