We began through a desire to protect.
Growing up as the daughter of a woman entrepreneur made an impact on Fellows & Blake's founder, she watched her mother go through all the struggles business ownership brings while fearing the "what-if," that an unexpected something could negatively change their world forever.
It wasn’t until Keri started in the financial services industry in 2010 that he realized her mother did not have the level of security and protection needed to shield her life's efforts from the unexpected and it troubled him. It quickly became apparent that she wasn’t the only business owner who was lacking in these areas. Most folks who own and operate their businesses were lacking the same protection and planning as his mom.
This concern stuck with Keri and, after years working in bigger financial firms that did not apply the level of caring she felt his clients deserved, she decided to found Fellows & Blake. Today, we're proud to be a boutique financial services firm that improves the lives of our individual and business clients throughout the United States through financial independence and carefully planned futures.
Our firm's approach includes taking the time to truly connect with clients and learn how we can seek to improve their lives. We pride ourselves on marrying our transparency, trustworthiness, and accessibility with quality services that seek to improve our clients' futures. We love that our days are spent seeking to help people realize their dreams and safeguard their loved ones.
And we love that we're seeking to help protect hard-working business owners like Keri's mother from the scary "what-if."