Planning for your financial future can be overwhelming. I'm a true believer in the importance of educating clients on their opportunities and the issues that could affect their financial well-being. In doing so, this provides clients the opportunity to make objective and informed decisions. Ensuring clients understand their financial game-plan before it is implemented is imperative. I believe it leads to a more comfortable and trustworthy relationship. Ultimately, the goal is to align a person’s life goals with their financial goals so that everything is working towards the same endgame. I attended Northern Kentucky University where I earned a Bachelors Degree in Entrepreneurship. While a


Blake Bagshaw
Investment Advisor Representative
Sims Investment Management LLC
United States, Oregon, Hillsboro
About Me
Profile Information
Investment Advisor Representative
Sims Investment Management LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Hillsboro
Oregon
United States
Jan 14, 2025
More profiles to browse
Michael Perry
Investment Advisor Representative
Ryan S. Atkins
Investment Adviser Representative
CS
Cory Sims
Founder, Managing Member, Investment Advisor Representative
You Might Like
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
BH
Bob Helmer
President Emeritus
Baldwin Wallace University