Blake Marion, CPA
Blake graduated from Texas A&M University in 2007 with a Bachelor of Business Administration in Accounting and a Master of Science in Finance. His professional career started in public accounting working as an auditor in the Assurance Services group for Ernst & Young, which is where he earned his CPA license. His time at Ernst & Young provided him with the fundamentals necessary to pursue a position in financial reporting at Hudson Advisors, the management company for the private equity group Lone Star Funds. After three years at Hudson Advisors, he was offered the opportunity to transition into consulting services and became involved with the corporate restructuring of Hooper Holmes, a life insurance services company. After helping Hooper Holmes develop and implement a reorganization plan, he had time to re-evaluate his overall career aspirations and decided to make the move to Team Financial Services as a financial advisor.
Why have you chosen a career in financial planning?
I’ve always had a strong desire to help people, whether physically, spiritually or financially. Through my natural attraction to details and numbers, along with my education and professional experiences, I found the financial planning realm to be best suited for my attributes. Helping clients put their minds at ease from a financial standpoint, regardless of their stage in life, has been my most rewarding professional experience.
What types of clients do you serve?
I serve a wide range of clients. They include clients just starting the building blocks of their retirement, clients transitioning into retirement, and those enjoying retirement. I enjoy serving clients at all stages of life and strive to constantly provide a wealth of growing knowledge to them.
Give an example of a way you have helped a client.
The unexpected loss of a beloved one is an unfortunate situation that often affects many families. On multiple occasions, I’ve had the opportunity to assist families experiencing this circumstance. From providing a complete listing of assets, determining valuations, and providing processes for moving forward, I do my best to walk these clients through the probate process and explain each step along the way. I thoroughly enjoy giving families unbiased opinions and suggestions throughout the entire process as well as helping establish new estate plans moving forward.