As CEO and Managing Executive Director of BrookHaven, Blake leads a multidisciplinary team of 40 professionals spanning the full spectrum of the financial industry nationwide. His team includes CPAs, investment professionals, insurance agents, estate attorneys, and legal experts. With unmatched strategic precision, Blake develops comprehensive wealth plans that ensure all components work seamlessly together and are continuously monitored and adapted. His approach maximizes tax savings, preserves family privacy, and protects wealth, helping clients leave a lasting legacy for their loved ones.

Blake’s expanded offerings allow him to collaborate with financial advisors through a white-label process, introducing his proprietary tax strategies to their practice. This allows advisors to preserve their clients’ wealth in ways the traditional wealth planning model simply cannot. By guiding advisors toward sustainable practice growth and enhanced client retention, Blake empowers them to become visionary

A distinguished military graduate of the University of North Georgia, Blake’s experience as a Blackhawk helicopter pilot provides him with a unique perspective on what it means to proactively reduce risk. He applies this expertise to the financial industry, where his innovative tax and privacy strategies mitigate the risks of overpaying taxes, exposing wealth to lawsuits and liabilities, and falling short of retirement goals.