Parcion Private Wealth
Blake’s role at Parcion Private Wealth is instrumental in supporting the multi-family approach for our clients. Blake focuses on wealth transfer planning, including trust and estate planning, and serves as a specialist in helping families and businesses plan for the successful transfer of wealth.
Before joining Parcion Private Wealth, Blake spent 16 years in the financial services industry. In each role throughout his career, Blake has served as a specialist in helping families and business owners of all sizes plan for the successful transfer of wealth. Previously he worked at RBC Wealth Management, where he served as a wealth strategist, Syverson Strege & Company, where he served as president, and other financial institutions as a VP of Trust and Estate Services and Director of Advanced Markets.
Blake received his Juris Doctorate from Drake University Law School and his undergraduate degree from the University of Utah. He has also attained his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®).
Outside of the office, Blake likes to spend time with his wife and children in the busy life of sports while fully embracing life in the great outdoors.
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Parcion Private Wealth
The Parcion team has years of experience in assisting business owners who are considering selling their companies and advocating for their client's best interests throughout the sale of the business, from cash flow optimization and tax mitigation to estate planning and succession, and beyond.