A Team as Unique as Our Clients
From institutional money management and corporate leadership to business ownership and pastoral counseling, our team brings together perspectives you wouldn’t normally find under one roof — and a richer approach to planning because of it.
Our advisors combine decades of experience with modern analytical tools, including AI-assisted research for complex financial situations, to give you advice that’s both deeply personal and rigorously informed.
MDRT
Top of the Table
2024 – 2025

The pinnacle honor within MDRT — the world’s premier association of financial professionals spanning 80+ countries. Top of the Table membership places Blake among the top 1% of financial professionals globally, producing six times the standard MDRT threshold.
FORBES
Best-In-State Wealth Advisor
2024 – Missouri

Named to Forbes’ Best-In-State Wealth Advisors list — one of the nation’s most rigorous rankings, developed by SHOOK Research from nearly 49,000 nominations. Advisors are evaluated on client retention, industry experience, compliance records, assets under management, and revenue generation.
PRUDENTIAL
Life Concierge Platinum
2025

The Prudential Life Concierge Program is created to recognize financial professionals based on their total production in Prudential insurance products.
PRUDENTIAL
Chairman’s Council
2025

The Signature Services Chairman’s Council recognizes financial professionals in the top 300 of all Prudential Advisors based on current fiscal year combined GDC/production.
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