As Owner, President, and Lead Financial Advisor of Blattel & Associates, I am responsible for developing financial planning and investment strategies for our clients. I meet with our clients in order to provide them with advice, recommendations, and updates for their financial accounts. More specifically, I specialize in providing financial advice regarding investments, insurance, tax planning, and general estate planning coordination, as well as overseeing the financial planning department of our firm and the other advisors that work with us.
I have been working at Blattel & Associates in the financial services industry since 2000. I graduated from the University of Missouri-St. Louis (UMSL). Throughout my career, I have obtained the licenses for life and health insurance, as well as the Series 7, 63, and 65 securities licenses. I am motivated by helping my clients reach both their financial and personal goals and carry a passion and a purpose through their retirement. I ensure that our clients are taken care of by someone who truly cares about them and their situation in life.
My father founded the firm in 1977, and over the course of his professional career, I was able to witness how much he was able to help the people of our community. When I considered this as a young adult, I felt honored to continue the family business and do my part in serving my community as well. Besides the familial ties, however, I also started in the financial services industry because I found myself always wanting to know more about finance. Once I gained more experience, I realized how little was out there in the form of education. A lot has changed since then, but my passion has always been fueled by helping people navigate the changing landscape when it comes to finances and overall coordination.
I currently live in St. Charles County with my wife, Dori, and our daughter, Rhiannon, who is attending college. They make me want to be a better person for our clients and make a difference in the world. In my free time, I also enjoy playing in-line hockey in a local league, and occasionally I participate in tournaments. I love going to Cardinals and Blues games and playing video games with my daughter as well. If you are ever in the neighborhood, don’t be surprised if you see me outside grilling and playing games!