Blake joined Boulay Wealth in 2026 and brings 13 years of experience in retirement benefits consulting. He works closely with Boulay Wealth’s corporate clients on plan design, investments, fiduciary responsibilities and employee engagement. Prior to joining Boulay Wealth, Blake led retirement plan consulting teams and worked directly with business owners and plan sponsors to improve retirement benefits while simplifying administration and reducing liability. He draws on a background in personal financial planning to connect with employees on a personal level and help them make the most of their retirement benefits. Blake focuses on growing small to mid-size businesses looking to strengthen their retirement benefits as a tool to reward and recruit talent.
EDUCATION
University of Minnesota – Duluth — B.A. Finance
CERTIFIED FINANCIAL PLANNER™ Professional
Accredited Investment Fiduciary (AIF®)
Chartered Retirement Plan Specialist (CRPS®)
Certified Plan Fiduciary Advisor (CPFA®)
INVOLVEMENT
National Association of Plan Advisors (NAPA) — Member
Financial Planning Association of Minnesota — Member
HONORS
National Association of Plan Advisors – Aces: Top Retirement Plan Advisors Under 40 — 2020, 2022, 2023, 2024, 2026
PERSONAL INTERESTS
Spending time with his family and German Shepherd, Rizzo
"Corporate retirement benefits can be complicated. My goal is to cut through the noise and deliver straightforward, practical advice so business owners can focus on growing their business."