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.

Bob is the Chief Executive Officer and a founding partner of White Blaze Wealth Management. He is a Wealth Advisor who works actively with clients and their families as a valued professional while also providing mentoring...

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Natalie is the President and a founding partner of White Blaze Wealth Management. She is a Wealth Advisor who works closely with clients to develop wealth management strategies that support their financial goals. Her passion...

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Jordan is a Wealth Advisor at White Blaze Wealth Management. In this role, Jordan works closely with individuals and their families to develop a wealth management plan that supports each client’s financial goals. Together with the team...

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Mark is the Director of Financial Planning at White Blaze Wealth Management. In this role, he is responsible for the financial planning process. He works closely with the team and clients to prepare sound financial plans to ensure they...

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Kyle is the Chief Investment Officer and a founding partner of White Blaze Wealth Management. In this role he oversees portfolio management and investment research. Kyle works closely with the advisory team to ensure that each client’s...

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Gary is the Chief Operating Officer and a partner of White Blaze Wealth Management. In this role he manages the processes, administration, and compliance activities of the firm. Gary works closely with every member of the team...

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Lindsay is the Director of Marketing and Hospitality at White Blaze Wealth Management. In this role, she manages communication and branding efforts, organizes client outreach opportunities, oversees charitable endeavors, and supports... 

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Tammy is a Client Services Associate at White Blaze Wealth Management. She helps plan client and team events, provides exceptional support to teammates and clients, and recognizes client milestones, including birthdays, anniversaries...

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