My name is Blake Dickens, and I am a proud to be a financial planner for River Financial Group. I began my financial planning career in 2017 as an intern with River Financial Group. I was hired full-time in 2019 upon graduation from the University of Alabama where I majored in Finance with a minor in Wealth Management. While attending the University of Alabama, I was a member of the Alabama Insurance Society and the Alabama Finance Association.
Since joining River Financial Group, I have built a client base of varying ages and backgrounds. Most of my clients, however, fall into one of 3 categories:
- Small business owners: I work with clients and CPAs across the country to structure their businesses in the most tax efficient manner. We also implement retirement plans and insurance solutions.
- Pre or post retirement individuals: Retirement is one of the largest financial burdens a person faces in their lifetime. I strive to provide clarity and solutions for my clients on how to accomplish their retirement goals.
- Families: I help my clients protect their loved ones through analyzing their insurance needs, budgeting for their future education requirements, and assisting them with their estate planning.
I am a Registered Representative with ValMark Securities, Inc. and an Investment Advisor Representative with ValMark Advisers, Inc. I hold my Series 7, 66, and Life & Health Insurance Licenses in multiple states.
I currently live in Hudson, Ohio. In my free time, I enjoy golfing, water skiing, coaching ice hockey, and watching Alabama football. I would look forward to discussing our services with you to ensure that you are in the best financial position possible.