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our people

Blake Bartos

Client Service Associate

Blake joined Stevens Capital Partners as a Client Service Associate, bringing valuable experience in financial operations and client service. He began his professional journey at Orion Advisor Services, where he worked in operations and helped coordinate and lead an RMD outreach project.

Blake earned his Bachelor of Business Administration degree in Finance and Economics from Wayne State College. He takes pride in supporting the team’s success by helping daily operations run smoothly and efficiently. His specialties include operational processes, workflow management, and client account administration.

Outside of work, Blake enjoys staying active, cheering on his favorite sports teams, and spending quality time with family and friends.

We listen. We strategize. We execute.

Our services aren’t limited to traditional financial planning and wealth management. We are your “partners” and a trusted resource for all your needs.

FPA logo representing the Financial Planning Association, emphasizing professional investment guidance and wealth management services.
XY Planning Network logo
CFP logo representing Certified Financial Planner certification, relevant to Stevens Capital Partners' investment advisory services.
NAPFA logo representing The National Association of Personal Financial Advisors, emphasizing professional financial advisory services.
CFA Institute logo
Inc. Regionals 2025 logo highlighting Stevens Capital Partners' recognition in the Midwest, emphasizing growth and investment services.
Exit Planning Institute logo featuring a shield with "EPI" and laurel leaves, representing expertise in exit planning and business transitions.
Enrolled Agent certification logo, indicating admission to practice before the IRS, relevant to financial planning and wealth management services offered by Stevens Capital Partners.
Certified Tax Representation Consultant (CTRC) badge.