Blake Bagshaw, CFP® ChFC®, is a Certified Financial Planner and Investment Advisor Representative currently at Sims Investment Management, LLC, where they focus on providing investment management and strategic wealth planning. With a strong belief in personalized guidance and fiduciary responsibility, Blake draws on years of experience in restaurant operations to prioritize integrity and client care. A proud alumnus of Northern Kentucky University, Blake also serves on the board of Vsimple and is a member of ProAdvisorSuite™, continually striving to help clients make confident financial decisions. Residing in Hillsboro, OH, Blake enjoys discussing finance, business, and sports, particularly golf.
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