Blake Peterson headshot

Blake Peterson CEPA®

Exit Planning Specialist

Blake joined our team in 2018 after moving to Omaha from Denver, Colorado with his wife and two dogs. Blake had spent time previously studying at The University of Colorado at Colorado Springs as well as working as a Health, Safety, and Environmental Specialist with Nabors Drilling Technologies.

He currently sits on the board for Keep Nebraska Beautiful and the Administrative Board of Appeals for the city of Omaha. He actively participates with local non-profits such as the Business Ethics Alliance where he leads a podcast, New Leaders Council as well as a member of the Omaha Neighborhood Grant Program committee with the Omaha Community Foundation, and DREAM.

Blake specializes in helping our business owners curate exit plans that align with their short and long-term goals. He works with clients before, during, and after they exit. With an excellent network, Blake has successfully assisted our clients with getting higher valuations and higher proceeds from sales of their businesses.

When assisting clients with reaching their financial objectives, Blake prefers to use a holistic approach to understand the entirety of their situation and goals. Whether he is working with an individual client or a member of a workplace retirement program, he believes that everyone deserves the same attention and proper treatment regarding their financial situation and his services.

In his free time, he likes spending time with his wife and two daughters, weightlifting, and cooking.