Broker Check

Team

Kurt L. Blakely

President

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...

Read more

Kate Keller

Financial Advisor

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...

Read more

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...

Read more

Dane C. Whitten Solberg

Client Services Associate

Dane C. Whitten Solberg began working for Blakely Financial Services as an associate in 2017. He is completing his final semester at The University of the Pacific and is pursuing a Bachelor of Science Degree from The Eberhardt School...

Read more

Nikki Pyeatt

Operations Associate

Nikki has worked in the financial services industry for 11 years and joined Blakely Financial Services in 2016. She has extensive knowledge of operations procedures and a passion for enhancing the customer service experience...

Read more