Blake's journey in the financial industry began early, growing up learning about the importance of financial literacy from an early age. This unique upbringing instilled in him a passion for helping others achieve financial success.
Blake is dedicated to guiding clients toward financial freedom in retirement by crafting meticulous financial plans tailored to meet their specific goals. His commitment extends beyond planning, as he emphasizes the importance of financial education for everyone, whether they're just embarking on their careers or preparing for retirement. Blake is a licensed independent insurance agent and holds the Certified in Long Term Care (CLTC®) designation, underscoring his expertise in the field.
A proud alumnus of the University of Wisconsin-Madison, Blake hails from Weyauwega and now calls Appleton home, where he lives with his wife, Bailey, and their charming corgi, Brooks.
Michael Shaw is an attorney at Amundsen Davis LLC with a focus on estate planning, business succession planning, special needs planning, estate and trust administration, and probate. He frequently presents on the topic of estate planning.
His focus is on ensuring that you control who receives your assets, how they receive your assets, and when they receive your assets. No two plans are the same, and Michael enjoys the collaboration and creativity that comes with creating the right plan for you and your family. Whatever goals you want to accomplish, there is an appropriate plan to accomplish them, and Michael will help you formulate that plan in a way that is practical and easy to understand and administer.
He works primarily out of the Amundsen Davis office in Appleton, but frequently makes the trip up Highway 41 to meet with clients in Green Bay.
1047 N. Lynndale Dr. Suite 1C Appleton, WI 54914
Open today | 09:00 am – 05:00 pm |
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