Broker Check

Blair is a devoted husband to Erin and a proud father of five, finding his greatest joy in family life. His Utah upbringing instilled a love for the outdoors and a competitive spirit, honed through years of playing multiple sports including baseball, football, track & field, and wrestling. If it involves competition, chances are good that Blair will participate. While he once viewed long-distance running with skepticism, his wife's enthusiasm has inspired him to tackle several half marathons, and now he is even entertaining the "crazy" notion of running a full marathon. Beyond his active lifestyle, Blair is a beloved figure amongst friends, family and neighbors, known for his culinary talents, particularly his delicious holiday treats. This blend of athleticism, family devotion, and a passion for sharing good food and good times defines Blair's approach to life.


Blair's professional career began in the banking sector in 2006, where he developed a strong understanding of financial systems and client needs. In 2012, following his passion for individual and long lasting relationships, he transitioned his career into financial advising and planning. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Blair brings a wealth of experience and a client-centered approach to financial planning. His expertise encompasses a wide range of services, including family and individual finances, retirement planning, charitable giving, and tax planning strategies. While Blair often begins client relationships with professionals aged 35 to 60, his commitment and working relationship extends far beyond those years. He is passionate about guiding clients through their retirement years, leveraging the strategies and planning implemented earlier in their relationship to ensure a secure and fulfilling retirement.


In addition to his broader financial planning practice, Blair also offers specialized divorce financial analysis as a Certified Divorce Financial Analyst (CDFA®). The CDFA® designation indicates specialized training in the financial aspects of divorce, allowing him to provide informed guidance during this challenging time. Having gone through a divorce himself, he understands the significant emotional and financial complexities of divorce, and he offers tailored advice to individuals navigating this transition. This is a niche area of his practice, and he is particularly passionate about helping individuals move from financial recovery to a position of stability and growth. He leverages his analytical skills to deliver objective advice, while also understanding the behavioral finance and emotional impact of decisions. His goal is to empower clients to confidently pursue their financial aspirations, regardless of their life stage.


Qualifications

  • CERTIFIED FINANCIAL PLANNER® - CFP®
  • Certified Divorce Financial Analyst® - CDFA®
  • Accredited Portfolio Management Advisor™ - APMA™

Areas of Focus:

  • Individual and Family Finances
  • Retirement Planning Strategies
  • Divorce Financial Analysis
  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Tax Planning Strategies