Blake Peterson

About Blake Peterson

When I was younger, I watched my parents pour everything into their business. It was growing fast, full of potential — but they didn’t have the right financial guidance. The investors had advisers working for them. My parents didn’t. When things turned, they faced losses that could have been prevented. That experience shaped how I approach everything I do today.I believe every business owner deserves access to trustworthy, proactive advice — not just investment help, but true coordination across taxes, estate planning, and business strategy. The kind that helps you protect what you’ve built and feel confident about what’s next.Now, as a Wealth Advisor with a fiduciary duty of care at Carson Wealth, I work with business owners and families who’ve outgrown simple financial solutions. My role is to bring clarity and structure to complex financial lives so you can focus on what you do best. Many of my clients see me as their financial quarterback — coordinating across CPAs, attorneys, and lenders to help make sure every decision moves in the same direction. The goal is simple: fewer moving parts, more confidence, and steady progress toward your goals.Here’s the process I follow: Clarify the full picture — get everything on the table so we can see where things stand. Coordinate your team — align every professional around one cohesive plan. Implement and adapt — keep your strategy working as your life and business evolve.If you’re a business owner or family looking to simplify, protect what you’ve built, and make more confident financial decisions, let’s connect. Even one good conversation can bring more clarity to the road ahead. b••••••••@carsonwealth.com 40••••••98Certified Exit Planning Advisor (CEPA)Co-Founder, Exit Advisors CoalitionHost, Business Ethics: Walk the Talk (Business Ethics Alliance of Omaha)Board Member, Breakthrough T1DPast Chair, Keep Nebraska BeautifulBased in Omaha

Experience

1. Private Client Wealth Advisor

   Carson Wealth

   Jan 2025 — Present

   Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM,LLC as to accuracy or completeness.

Skills

• Customer Service
• Creative Writing
• Technical Writing
• Problem Solving
• Customer Satisfaction
• Communication Skills
• Management
• Customer Insight
• Team Leadership