Robert Blakely
rob@blakelyfinancial.com
Robert is a CERTIFIED FINANCIAL PLANNER™ professional in High Point, North Carolina. He graduated from Averett College in Danville, Virginia, with a bachelor's degree in business administration. With a proven track record and a full range of services, Robert helps meet the needs of professionals, business owners, and retirees. He has built a solid client base by providing outstanding personal service to his clients.
Robert's keys to success are taking a proactive approach to client problems and having a commitment to exceptional standards in both performance and service. He has built a reputation for providing high-quality service and for practicing with a "client first" philosophy. His practice has grown primarily through referrals from satisfied clients, accountants, and attorneys.
Robert is an active volunteer with various charitable and educational organizations in our community and resides in Thomasville with his wife, Donna. Chelsea, his daughter, is currently attending University of Virginia where she plays trombone in the marching band.
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Steve LaFrance
steve@blakelyfinancial.com
Steve joined Blakely Financial, Inc. in early 2009. He previously worked for a global wealth management firm headquartered in Switzerland. Steve will be partnering with Robert Blakely to help meet the financial planning needs of professionals, business owners and retirees.
Steve is a 1998 graduate of North Carolina State University and later completed his MBA at Wake Forest University in 2005. He obtained the Chartered Retirement Planning Counselor (CRPC®) designation which focuses on the retirement planning needs of individuals through the College for Financial Planning.
Steve's mission is to provide quality strategies customized to your needs. His goal is to be your primary source of financial advice. To this end, he concentrates his efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.
Steve is active in the Triad community and resides in Greensboro with his wife, Emily and two sons.
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John Eiffe
jeiffe@blakelyfinancial.com
John is a 1968 graduate of Lehigh University. After serving in the U.S. Army, he married in 1972. He completed his MBA in finance at Rutgers University in 1975, graduating in the top 3 percent of his class.
John spent the next 17 years in financial and general management capacities at a Fortune 50 company. In 1992, John decided to become a financial consultant, seeing it as an opportunity to help others while doing work he enjoys and leveraging his strengths: his financial, consultative, analytical, planning, and managerial experience, plus his personal characteristics.
John works with individuals and small businesses, helping them through personalized and value-added service to pursue their financial objectives. He is committed to the belief that his success is a reflection of his clients.
John lives in Lewisville with his wife and family. He is an active volunteer with various charitable, religious, and educational organizations.
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Faith Gentry
faith@blakelyfinancial.com
Faith joined Blakely Financial, Inc., in September 2002. She switched careers to be able to experience more of the personal interaction that is intrinsic in the personal financial process.
Faith successfully completed the REGISTERED PARAPLANNER Professional Designation Program from the College for Financial Planning in 2006. She spent six months taking a very rigorous curriculum in the Financial Planning Process, the Time Value of Money, and Retirement Planning. As a result of her achievement, Faith assumes an increased role in assisting us in pursuing client's financial planning needs.Her main role is to maintain client relationships by answering questions and problem solving.Her expertise and extensive industry knowledge enables her to manage a multitude of operations.Faith is also a Notary Public.
Faith resides in the Wallburg area with her husband and daughter. In addition to her full time career at Blakely Financial, Faith enjoys traveling, golfing, and spending quality time with her family.
Please note that Faith may not offer specific investments or investment advice.
Donna Blakely
donna@blakelyfinancial.com
Donna is a 1989 graduate of Appalachian State University and a 1995 M.B.A. graduate of the University of North Carolina at Greensboro. She is currently a Broker's Administrative Assistant with Blakely Financial and is responsible for marketing and client relations.
Prior to working with Blakely Financial, Donna was a pharmaceutical sales representative with GlaxoSmithKline. She then became Co-owner and General Manager of the J.H. Adams Inn. With the experience gained in these service positions, Donna believes that no one is more important than the customer and her goal with Blakely Financial is to help us meet the needs of all of our clients through personalized attention and service.
Donna is active with Communities in Schools of Thomasville and a member of the Junior League of High Point. She resides in Thomasville with Rob and their four-legged children, Bunker and Bogey and is having fun learning to play golf with Rob.
Susan Moore
susan@blakelyfinancial.com
Susan joined Blakely Financial, Inc. in November 2005 as an Administrative Assistant. Prior to joining our team, Susan worked in the Furniture Industry with an emphasis on customer satisfaction. Susan is responsible for client relations and may well be the first voice you hear when you call our firm.In addition to client administrative matters, she oversees daily office affairs and ensures that all facets of client paperwork and database management are handled properly. Susan resides in High Point with her husband and two daughters.She takes an active role in volunteering at her church as a 4th Grade Sunday School Teacher.She also volunteers at her daughters' schools and is a member of the PTA.In addition to being active in her community, she enjoys spending time with her family, cooking and hiking in North Carolina's beautiful mountains.
CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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