Meet Blake
Blake is a Financial Planner in Springfield, Missouri. He joined Mercer Advisors in 2022 through the acquisition of Heim, Young & Associates where he served in a client service role. Blake is a CERTIFIED FINANCIAL PLANNER® professional and holds the FINRA Series 65 license. He earned a B.S. degree in finance, with an emphasis in corporate investments and financial planning from Missouri State University.
His working style
Blake is very detail-oriented and focused on building strong long-term relationships with clients. He works efficiently and makes the most of his time with his clients. He enjoys celebrating the personal and professional successes of his clients.
Blake in real life
What keeps you busy outside of work?
My time outside of work is spent golfing, hanging out with my mini goldendoodle, Cooper, and watching sports, specifically the Philadelphia Eagles.
Favorite thing about where you live?
My favorite thing about Springfield, Missouri is that it’s a big city with a small town feel. I also enjoy supporting Missouri State athletics.
Why do you like working at Mercer Advisors?
I like working at Mercer Advisors because there are so many resources available to help our clients with the most complex situations.
Blake’s snapshots
Meet Blake’s Teammates
Holly Gray
Sr. Wealth Advisor
What Blake Says
Holly and I work very closely together with our clients. Through our collaboration, we ensure that we are both fully prepared for our meetings so we can provide exceptional value and service to our clients. Holly’s clients are always excited to see her.
Kaz Woodward
Regional Vice President
What Blake Says
Kaz is very motivated and is always working to show how Mercer Advisors can provide value to individuals and families. Kaz does a great job gathering the necessary information it takes for me to provide a personal financial plan for prospective clients. He is a great colleague and friend that you can always count on.
Amanda Reed
Sr. Manager, Client Service
What Blake Says
Amanda is a very reliable person. Our clients have nothing but positive things to say about her, and she is a vital asset to our wealth management team. She is very hard-working and is the anchor for the Springfield office.
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