Blake Coats

Sr. Client Success Manager

Blake is a Senior Client Success Manager at Facet and has a passion for helping people meet their financial goals. Blake believes everyone deserves access to solid financial planning regardless of where they are in life. Prior to joining Facet, Blake worked in Employee Benefits helping employers and employees get the most out of their insurance packages. With a motto of “Tell me and I forget, teach me I may remember, involve me and I will learn”, Blake enjoys working with clients to help them reach their financial goals and set them up for success.

Outside of work, Blake enjoys kayaking at the US White-Water Center with his fiancée and their two dogs, playing tennis, and bowling where he averages 190.

Education: Wingate University (BS)

"Every act of creation is first of all an act of destruction" - Pablo Picasso

Follow Blake

Get to know Blake

Visiting the Taj Mahal

Skydiving with my Dad

Tailgating @ Carolina Panthers Game with my Fiancée

Hiking with my Fiancée and our two dogs

What's the last book you read?

Sapiens: A Brief History of Humankind by Yuval Noah Harari

What is your favorite family tradition?

Making homemade sausage on Christmas and giving it out to friends and neighbors.

What four individuals, living or dead, would you like to eat dinner with the most?

Frank Sinatra, Roger Maris, George Washington, Winston Churchill

What are you currently watching on Netflix?

Peaky Blinders

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.