Meet Our Team

Kurt L. Blakely


Kurt Blakely is a 1980 graduate of the University of the Pacific’s School of Business. Soon after graduating, Kurt pursued his passion of the financial markets, economics, and being of service to other people and began his career...

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Kate Keller, CFP®

Financial Planner

Kate is passionate about all aspects of wealth management including research, portfolio management, and retirement and financial planning. She works alongside Kurt in ensuring our clients receive exemplary service for their financial...

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Shari Castles-Lange

Office Manager

Shari has been in the financial services industry since 1980 and has been with Blakely Financial Services since 1993. In addition to managing the office, Shari is responsible for compliance systems and serves as WealthVision Operations...
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Brittany Harper

Operations Associate

Brittany Harper joined Blakely Financial Services in 2019 as our Operations Associate. She handles all aspects of operations for the firm and she is the cheerful, helpful voice on the other end of the line when you call our office....

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