Blake Schneider
Consultant, Advanced Case Solutions
Executive Education
CFP®, CFS®, CES®
Biography
Blake Schneider is a consultant on the Advanced Case Solutions team at Avantax Wealth Management. With his knowledge and expertise, he plays a crucial role in analyzing existing advisor plans and offering guidance to develop customized solutions that align with each client's unique goals and objectives. Blake specializes in complex case design for high-net-worth clients and places a strong emphasis on tax-smart financial planning.
In addition to his professional endeavors, Blake is actively involved in his community. He is a sought-after guest speaker for the Financial Planning Association and Grace Christian Academy. Furthermore, he is a dedicated member of his local church, leading annual mission trips to Belize and Guatemala. Blake demonstrates his commitment to eliminating hunger in America by volunteering Saturday mornings at One Generation Away, a nonprofit food distribution network.
Blake's educational background includes graduating from the University of Louisville in 2015. He holds multiple licenses, including a Registered Representative designation with FINRA (Series 6, 7, 65, and 65 examinations), as well as Life, Health, and Variable contract insurance licenses through the State of Tennessee. Notably, Blake has achieved the esteemed designations of Certified Financial Planner™ (CFP°), Certified Fund Specialist™ (CFS°), and Certified Estate & Trust Specialist™ (CES®).