During my studies in finance in college, I immediately gravitated to the personal side of finance. Being raised by my grandparents gave me the experience to know that everyone needs some type of help planning for their financial future. I was there to witness their mistakes that could have easily been avoided if they just had some guidance along the way. Fast forward to today; I am in a position as a financial advisor to help those through guidance, advice and accountability. The most rewarding part of my career is helping those achieve what is most important to them.
Every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them. In early 2020, I earned my designation as a CFP® professional as a way of gaining a deeper understanding of complex needs and to continue to craft my skill to further help my clients.
I joined Edward Jones as a financial advisor in 2009, opening a branch office in Defiance where we serve clients from all over the United States. Technology has allowed our branch to serve our client no matter their location. I became a limited partner as Edward Jones in 2018 and serve on the leadership team. I earned a bachelor’s degree in personal finance from the University of Toledo. My spouse, Kristi, and I have two children, Bankz and Reese, and currently reside in Holgate. I am an active member serving organizations such as Defiance NextGen and Defiance Optimist Club.
My senior branch office administrator, Keri, has eight years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with your questions.
If you'd like to learn more, please search below:
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Special Needs Financial Considerations
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberBlake A Sizemore at (419) 599-8010
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