Blake Walter, CFP®

Client Service Associate

Blake Walter is a Client Service Associate on the SC&H Wealth team. He specializes in supporting the financial advisors and tax team to ensure that their clients have the best experience possible.

Passionate about helping clients exceed their goals, Blake enjoys solving financial problems and helping both the team and their clients overcome them.

A graduate from University of Maryland, Blake earned his B.S. in Accounting from the Robert H. Smith School of Business. Blake is a CERTIFIED FINANCIAL PLANNER® practitioner. He is also registered as an Investment Advisor Representative and has obtained his Series 65 and life and health insurance licenses.

Blake volunteers with his alma mater’s football and wrestling teams, as he believes it’s important to give back to the community because it helped shape him into the person he is today.

Outside of work, Blake loves to golf, cheer on the Ravens and Orioles, and ski.

Areas of Expertise

Wealth

"Individual commitment to a group effort—that is what makes a team work."

Pritpal Kalsi

CEO

“The best way to predict your future is to create it.” — Abraham Lincoln

Blake Walter, CFP®

Client Service Associate

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