Blake joined Heffernan Financial services in 2006 bringing with him innovative ideas, vast knowledge, and experience in the financial services industry with unmatched enthusiasm. He continues to oversee his own book of key Institutional Retirement Plans and individual clients as well as lead the overall department. As President of Heffernan Financial Services, Blake’s duties include overseeing three departments in Financial Services: Executive Benefits and Life Insurance, Retail Wealth Management, and Retirement Plan Consulting, as well as strategic growth organically and through mergers and acquisitions. Since joining Heffernan, Blake has served on several advisory boards including Fidelity, J.P.Morgan, ING (now Voya), NAPA (National Association of Plan Advisors) PIMCO, and T.Rowe Price. As a long-time Heffernan shareholder, he has built a reputation for being honest, forward thinking and client focused. Blake is an avid skier and traveler and lives in Lafayette, Calif. with his wife, Laura, where they raised their two boys, Brooks and Carter.
