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SERVICES
OUR CLIENTS
ABOUT
OUR TEAM
STRATEGIC RESOURCES
CAREERS
MEDIA
CONTACT
OUR TEAM MEMBERS
Blair Thompson, CRPC®, CEPA, AAMS®, CWS®
President & Partner Advisor
Blair
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Lori Copeland
Senior Advisor
Lori
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Matthew Novak, CFP®, MSIRE
Senior Advisor
Matthew
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TJ Randt II, CRPC™, SE-AWMA®
Senior Advisor
TJ
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Alex Roper CFP®, MBA®
Senior Investment Advisor
Alex
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Ori Boucvalt, MSF
Investment Analyst & Advisor
Ori
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David Monk
Financial Planning Coordinator and Advisor
David
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Jackson Klein
Investment Advisor
Jackson
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Royce Barber, MBA®
Dual Use Innovation Team Support
Royce
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Shane Stuhlmiller
Dual Use Innovation Team Support
Shane
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Nicco Moriates
Operations Coordinator
Nicco
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Samantha Large
Blueprint operations support associate
Samantha
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