We are pleased to announce the designation of Jessica Diabo as a Financial Paraplanner Qualified Professional™. Jessica has served as a client service specialist with BlueSky for over a year and a half. During that time, she has shown excellent client service skills and the ability to perform complex custodial mediation.

We are pleased to announce the promotion of Stephen Fletcher, CFP®, MBA, from Wealth Advisor to Senior Wealth Advisor. Stephen has been with BlueSky for over four years. He has shown exemplary leadership skills and passion for providing clients with exceptional financial planning and investment advice.

CEO and Senior Wealth Advisor, David L. Blain, CFA, shares his experience as a small business owner, and how he scaled his company from making a mere $800 in his first year to now operating a successful multi-million dollar firm.

BlueSky Director of Client Engagement and Experience, Jennifer White, believes that being at BlueSky is about helping clients look beyond challenges and move toward a better financial path. She desires to create a seamless transition as curious bystanders become delighted clients.

BlueSky Wealth Advisor, Stephen Fletcher, CFP® MBA, has a passion for bringing innovative solutions to complicated financial lives. He specializes in trust and estate planning strategies, tax planning strategies for high earning individuals, and established small business owners.

As the BlueSky client family continues to grow, the need for more advisors has grown as well. When seeking new team members, we look for the best and brightest in the industry. We strive to find individuals who are passionate about our culture, our philosophy, and our clients.

In his many years as a personal investor and financial advisor, BlueSky Wealth Advisors CEO David Blain, CFA, has become a bit of an expert in real estate investing. In a recent REI Diamonds podcast interview with Dan Breslin, David details his real estate journey, from flipping and selling homes for military families to finding success and satisfaction in syndicated real estate and real estate investment trusts (REITs).

Listen in to the Sharkpreneur podcast with Kevin Harrington and Seth Greene as BlueSky Wealth Advisors CEO, David Blain, CFA, details how his West Point days and elite military service led him to the best investment he ever made.