Join us for our next event: Defense Wins Retirement: How to Shift Your Strategy From Growth to Income with speaker Kyle Whittington, CFP®.
The webinar will be held on March 30th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.
Blake has been in the financial services business since 2014, joining Meld Financial in November 2018. As an Associate Wealth Manager, he assists clients in organizing, developing, implementing and maintaining a plan for meeting their financial goals, including investing, retirement planning and education saving, as well as insurance, tax and estate planning.