About our team

Background

As a vice president – financial advisor and CERTIFIED FINANCIAL PLANNER^TM practitioner with more than 30 years of experience in the financial services industry, Blaine develops and manages client relationships with a focus on likeminded community influencers. He is president of the board of directors of the Cedarburg Art Museum. Blaine is an honorary committee member for the Fellowship Open, founded to promote and inspire young men in business and foster support, diversity and inclusion in the business community.

Education and designations

Blaine graduated with a Bachelor of Arts degree from Ripon College and holds the CERTIFIED FINANCIAL PLANNER^TM certification and Accredited Wealth Management Advisor® designation.

Team role

Blaine focuses on wealth management planning and leads the group’s educational efforts at the University of Wisconsin – Milwaukee and UW Parkside as well as the group’s presence on social media platforms.