“As a business owner, I have a lot of moving parts in my financial life. I’ve had advisors before, but most just gave me cookie-cutter answers. Blake’s approach felt completely different. His AI tools broke down my business income fluctuations, tax challenges, insurance exposure, and investment timelines in a way that made everything incredibly clear.
He ran multiple long-term scenarios for me: what would happen if I scaled my business, downsized, sold in 10 years, retired early, or took on more employees. It was the most accurate and comprehensive planning I’ve ever experienced. The technology is powerful, but Blake’s ability to explain everything and translate it into real-world decisions is what sets him apart. I trust him fully with my long-term strategy.”
— Jason Sufana, 46, Small Business Owner