Intentional Planned Giving
Itinerary
11:45 a.m. Networking
12:00 p.m. Lunch
12:25 p.m. Business/Announcements
12:30 p.m. Presentation
1:15 p.m. Conclusion
About the Speaker
Blake lives in Des Moines, Iowa. He serves as a resource for financial advisors
in the firm’s Central division. Blake focuses on wealth transfer planning—including trust and estate planning,
business succession planning, charitable and stock option planning. He works
in collaboration with clients’ attorneys, accountants and other professionals
to implement a holistic planning approach. In addition, Blake frequently
conducts seminars and educational presentations for clients and groups
on a variety of topics relating to wealth transfer and charitable giving.
Before joining RBC Wealth Management in 2018, Blake spent 11 years in
the fi nancial services industry. In each role throughout his career, Blake’s
served as a specialist helping families and businesses of all sizes plan
for the successful transfer of wealth. He previously worked at Syverson
Strege & Company, where he served as president; Merrill Lynch, where
he served as vice president, trust and estate specialist; and Farm Bureau
Financial Services, where he served as director of Advanced Markets. Blake
received his Juris Doctorate from Drake University Law School and his
undergraduate degree from the University of Utah. He has also attained his
Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter
(CLU®) designations and passed the Series 7, 63 and 65 exams.
Outside of the offi ce, Blake likes to embark on outdoor adventures with his
wife, Betsy, son, Louis, daughter, Orlynn, and Irish Wolfhound, Barnaby.
