Blueprint Financial Group
The Blueprint Way: You’ve worked hard to accomplish everything you have in life, and your success has opened many doors and opportunities. As your wealth has grown so has the complexity of managing and protecting it. For more than 30 years, the team at Blueprint Financial Group has been helping people just like you achieve financial clarity, confidence and peace of mind. Utilizing an educational approach, we’ll help you understand exactly where you are, define where you’re going, and evaluate all of the possible paths to get there. Our goal is to give you the strategic guidance you need to make well-informed decisions that are in alignment with your goals, values, and tolerance to risk. A central part of our approach is helping you make sure you have the right people at the table who have the expertise you need to accomplish your objectives. That may include people you’re already working with, such as your accountant or attorney, and it may include new people as well who we bring to the table as subject-matter experts. Either way, you can rest assured that we’ll be by your side every step of the way to make sure everyone is working together harmoniously for your benefit.
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Verified contacts
32
available on Kipplo
LinkedIn employees
46
11 to 50 range
Open roles
—
no listings
Distinct roles
21
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
32 contacts with verified email or phone · masked until revealed.
- AL
Amy Lindroth
Client Relations Manager · Customer/Client Service
EmailPhone - JP
Jackie Popham
Associate Wealth Management Advisor · Finance & Accounting
EmailPhone - RG
Robert Gray
Associate Wealth Management Advisor · Finance & Accounting
EmailPhone - BH
Blake Harrington
Chief Operating Officer · General Business & Management
EmailPhone - DC
Donald Creech
Partner · General Business & Management
EmailPhone - JH
Jacob Hughes
() · Other
EmailPhone - JH
Jessica Holte
Retirement Plan Specialist with Blueprint Financial · Other
EmailPhone - RB
Ross Berge
Partner, CFO, and Advisor · Other
EmailPhone - TS
Ted Shanahan
Partner · General Business & Management
EmailPhone
Showing 9 of 32 verified contacts
Top roles at Blueprint Financial Group
21 distinct titles indexed · top 10 shown.
- 4associate wealth management advisor
- 4partner
- 2()
- 2client relations manager
- 2private wealth advisor
- 1associate private wealth advisors
- 1associate private wealth management advisor
- 1business development specialist
- 1chief operating officer
- 1client service associate
- +11more titles
Sign up to unlock all 32 contacts at Blueprint Financial Group
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