With more than two decades of experience in wealth management and business development, Blaise has worked with financial advisers across the country to help support growth, strengthen relationships, and simplify the client experience. His background includes roles in institutional sales, wholesale distribution, and business development, giving him a well-rounded perspective on the needs of advisers and their clients.

Blaise’s approach has also been shaped by personal experience and his commitment to honoring his son’s legacy through purpose-driven work, empathy, and genuine connection. At Flexible Plan Investments, he works with advisers to deliver investment solutions designed to help manage risk and support long-term financial goals, while helping make complex financial concepts easier to understand.