Jessica Blake
Senior Wealth Manager
“Set a goal so big that you can’t achieve it until you grow into a person who can.” Zig Ziglar
As a Senior Wealth Manager and Certified Trust & Fiduciary Advisor (CTFA), I am committed to creating a supportive environment to listen to clients and truly understand what their needs are to be able to help them find ways to get moving in the best direction to achieve their goals.
I am really passionate about fulfilling my Fiduciary obligation to our clients and using my background in Trusts/Estates to help clients feel good about their overall planning and the direction they are moving.
Some of my favorite things are sunshine, early morning hours, spending time with my husband Chris, spoiling my sassy dog, lifting weights, running insanely long distances, and drinking excessive amounts of strong coffee. I love learning and am fascinated by human psychology, which in turn makes me eternally committed to personal and professional growth.
Designations & Certifications
Certified Trust & Fiduciary Advisor (CTFA)
The Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA), which provides training and knowledge in taxes, investments, financial planning, trusts, and estates.