A distinguished military graduate from the University of North Georgia, Blake began his career as a Second Lieutenant in the Georgia Army National Guard. In parallel with intensive flight school training for helicopters and airplanes, Blake pursued his Master of Science in Taxation from the University of Cincinnati.
As an Investment Advisor Representative, Insurance Agent, and tax expert, Blake serves clients nationwide, providing innovative financial solutions in an ever-changing world. In addition to serving as the Chief Financial Officer for Bison Advisors, Blake is also a Certified Public Accountant (CPA) and Chartered Trust and Fiduciary Advisor (CTFA). He also holds a master’s degree in taxation and a certificate of mastery in mergers & acquisitions.
In 2020, Blake founded Brookhaven, an integrated professional service provider tailored to high-net worth and ultra-high net worth individuals, families, and business owners. Brookhaven is an affiliate of Bison Advisors.
In his military career, Blake served as a Blackhawk pilot in an Assault Helicopter. Blake has been honored with the Meritorious Service Medal, being selected as the Soldier of the Year for the State of Georgia (2011), and has received the General Douglas McArthur Award, the US Army Parachutists Badge, and the Republic of Georgia’s Mountain Warfare School badge.
Based in Northeast Georgia, Blake cherishes life with his wife Loren, their two sons Nate and Noah.
Education
Certificate of Mastery in Mergers & Acquisitions; NYFI; 2023
Certified Trust & Fiduciary Advisor (CTFA); 2022
Certified Public Accountant; 2019
University of Cincinnati; MS, Tax; 2018
Series 65; 2017
University of North Georgia (Formerly North Georgia College); BS, Biology; 2013
Business Experience
Brookhaven Family Office; CEO & Executive Managing Director; 2020 - Present
Brookhaven Tax & Accounting Professionals, LLC; CEO & Executive Managing Director; 2020 - Present
Bison Advisors, LLC; Chief Financial Officer 5/2021 – Present
Armis Strategies, LLC; Co-Founder & Chief Financial Officer; 5/2021 - Present
Armis Advisers, LLC; Director of Family Office Services; 12/2018 – 5/2021
US Army; Pilot & Air Assault Company Platoon Lead; 2009 – Present
The Forge Companies (Forge Consulting, Advocacy Wealth, Advocacy Trust); Tax Analyst & Pilot; 2015–2018
Disciplinary Information
Blake Schaper has no reportable disciplinary history.
Other Business Activities
Investment-Related Activities: Blake Schaper is a co-founder and the Chief Financial Officer of Armis Strategies, a licensed insurance agency. Blake is the owner and Chief Executive Officer at Brookhaven Tax & Accounting Professionals, LLC, an affiliated tax planning and accounting firm. Blake established Mountain Realty Partners (MRP), a firm specializing in commercial development and real estate management. Blake is the Director of Planning at Mountain Crypto Advisers (MCA), a company that focuses on planning within the cryptocurrency space.
Non-Investment Related Activities: Blake Schaper is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time.
Additional Compensation
Blake Schaper does not receive any economic benefit from a non-advisory client for the provision of advisory services.
Supervision
Supervisor: Jason Luhan | Chief Compliance Officer | 706-376-4882