Hi, I am Roxanne Blade and it is my mission to…
create an environment where you can become confident through financial education and take control of your finances to establish a sense of balance and independence in your financial future.
Let me take you back to how I grew up.
I grew up in a home where it was either feast or famine. We would go on vacation for a month at a time, but some months it was difficult to pay the electric bill.
I eventually went to college and met my husband and his family. Their spending habits were extremely different. Their idea of a vacation was limited to driving up to Ohio to visit family and Disney World every now and then.
The result of molding these two origins together created a more balanced life. It was our mission to create a life where we could go on vacation but still save for college, go out to dinner but have an emergency fund, or even chose to send our kids to private school but still save for retirement.
This experience helped me focus my financial planning practice to helping you find balance in your life.
My Credentials
Roxanne Blade, CFP®
CEO and Founder
roxanne@bladefinancialservices.com
Roxanne Blade, CEO and founder of Blade Financial Services, LLC has been in the financial service industry for over 20 years. She accomplished the stringent requirements of the Certified Financial Planner board to receive her designation as a CFP® in 1996. This included an extensive two year program and exam in all the areas of financial planning. She has completed state insurance licenses in the areas of life, health, and variable annuities. She is also registered as an Investment Advisor Representative of Securities America Advisors, Inc. These licenses, training, and continuing education requirements gives her the ability to provide her clients an array of services to fulfill their needs based on their goals.
On a personal level, Roxanne mostly prides herself on being a wife to William P. Blade, a local real estate and estate planning attorney and mother of three children: Kaitlyn, Matthew and Megan. Now with all three kids off to college, Roxanne finds herself with more time to volunteer in her community and church. She feels blessed to have the flexibility to be there for her family and community.
Roxanne has also established a staff to assist her in the efforts to provide excellent customer service. She is fully connected on line and via e-mail to accomplish the clients wishes. Roxanne and her staff are here to make sure the clients goals are met.
Sharon Owens
Sharon Owens is the customer service administrator for Blade Financial. With more
than 20 years experience in the worlds of business and education, Sharon has a strong
eye for detail, maintaining systems and processes. In her support role over the last
three years at Blade Financial, her natural love for learning and helping people are the
aspects of her role she enjoys the most. Outside of work, Sharon enjoys spending time
with her husband and 3 children and volunteering in the community.