Broker Check
 

Team

While each of us at White Blaze brings our own set of strengths, what sets us apart is our team approach in addressing each client’s wealth management needs. With our vast areas of expertise all honed in on serving you, we create that family-centric approach that is relatable and comfortable.

As a Founding Partner and Wealth Advisor, Bob works actively with clients and their families as a trusted professional while also providing mentoring, coaching and leadership within the team. Working in conjunction with Natalie...

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As a Founding Partner and Wealth Advisor, Natalie works closely with clients and their families as an integral member of the team. She heads the Financial Planning division of White Blaze Wealth Management, and working in conjunction...

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As a Founding Partner and Wealth Advisor, Jeff maintains a highly successful personal financial planning practice. He is also the Founder and CEO of Stratos Wealth Partners, a firm which he launched in October of 2008 with the...

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As a Founding Partner and Director of Portfolio Management, Kyle oversees advisory account portfolio management and investment research activities. Additionally, he works closely with the wealth management team to ensure that each...

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Tammy is a Client Services Associate at White Blaze Wealth Management. She is responsible for overall office management, as well as planning client and team events and recognizing client milestones, including birthdays, anniversaries...

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Evan Bosman is a Financial Planning Analyst at White Blaze Wealth Management where he supports the research, analysis, presentation and implementation of both the financial planning and portfolio management facets of the firm. Evan...

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Gary joined White Blaze in 2018 as the Practice Manager. In this role he manages the implementation of the service model, workflows, and the processes of the business. He works closely with every member of the team to collaboratively...

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