Phone : (631) 218-0077
Email : info@rwroge.com
As Associate Financial Planner, Blake works closely with our financial planning team, participating in client meetings, capturing client wishes through detailed meeting notes, and coordinating the implementation of planning recommendations with external professionals. He creates deliverables for client engagements, assists our CEO with client relationship management tasks, and provides exceptional client services and support.
If you did not live in MA, where would you choose to live?
Hawai’i because it’s beautiful, warm and I used to live there during college.
If you weren’t in your current profession, what would you choose to do?
Professional Golfer
Can you describe any memorable people you have met in your travels?
While I was visiting Kona, I got meet Ben Crenshaw and Matt Kuchar at the driving range. It was a memory I will never forget. I also met Tiger Woods when I was playing in a junior golf tournament in Florida.
What types of clients do you enjoy working with?
I enjoy working with clients who are driven, forward thinking, and who want to grow, build, and improve. I enjoy long-term partnerships where I can guide decision making, add value, and help ambitious people turn vision into results.
What’s your favorite quote?
“Price is what you pay. Value is what you get.” – Warren Buffett
Tell us something about you that most people don’t know?
I helped win the first ever college national championship for my college at TPC Sawgrass.
Tell us about someone that had a big impact on your life and the choices you have made on your journey in life?
One person who has had a profound impact on my life is Dean LaPierre. He has played a pivotal role in shaping the person I am today, and I could never thank him enough for his guidance. Dean also introduced me to many of the hobbies I now enjoy, from stock options trading to spending time out on the lake with family and friends.
What’s one indulgence you will never forego?
Peanut Butter Cup Cookies