Blake joined Boulay Wealth in 2026, bringing more than a decade of experience in retirement benefits consulting. He partners with corporate clients to design and manage retirement plans, with a focus on investment oversight, fiduciary governance and employee engagement.
Prior to joining Boulay Wealth, Blake led retirement consulting teams at multiple local RIAs, advising business owners and plan sponsors on benefit strategies aligned with broader business objectives. His work helped organizations improve operational efficiency, mitigate risk and strengthen overall plan health metrics. With a background in personal financial planning, Blake brings a practical, people‑focused approach to employee engagement, helping individuals better understand and use their benefits while simplifying plan oversight for leadership. He primarily supports small‑ and mid‑sized businesses that view their retirement plan as a strategic tool to attract, retain and reward 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®)
FINRA Series 65 Registered
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
"Strong retirement plans live at the intersection of business strategy and employee well-being. I work with leaders to cut through complexity and build benefits that work for their organization and the people who power it."