Meet Your Financial Planning Partners

You may hear other financial planning and wealth management firms pledge to be your partner.

Our goal is for you to not only HEAR those words, but to FEEL it in every interaction you have with each member of our team.

Mike Allison, Blueprint Financial Advisors Senior Financial Advisor

Mike Allison

Blueprint Financial Advisors
Senior Financial Advisor
704-312-0708
David Rogers, Financial Advisor

David Rogers, CFP®

Blueprint Financial Advisors
Financial Advisor
813-789-2491
Andrea Johnson Swope of Blueprint Financial Advisors

Andrea Johnson Swope

Relationship Manager
704-712-2900
Samantha Large of Blueprint Financial Advisors

Samantha Large

Relationship Manager
704-408-8484
Melissa Murtorff of Blueprint Financial Advisors

Melissa Murtorff

Blueprint Financial Advisors
Relationship Manager
980-202-2551
Bettina Zemei, Blueprint Financial Advisors Relationship Manager

Bettina Zimei

Relationship Manager
978-235-0516
Cindy Kraimer, Blueprint Financial Advisors Relationship Manager

Cindy Kraimer

Blueprint Financial Advisors
Relationship Manager
920-204-6898
Dynesha Moore of Blueprint Financial Advisors headshot

Dynesha Moore

Wealth Operations Manager
980-202-1143
Shepard Ottaway, Financial Advisor

Shepard Ottaway

Relationship Manager
336-402-9674
Jon Robinson, Blueprint Financial Advisors Portfolio Manager

Jon Robinson

Portfolio Manager
Ken Peters, Blueprint Financial Advisors Portfolio Manager

Ken Peters, CAIA®

Portfolio Manger
Brandon Langley, Blueprint Financial Advisors Portfolio Manager

Brandon Langley

Portfolio Manager
Scott Victor of Blueprint Financial Advisors headshot

Scott Victor

Director of Operations

Let's Talk

To discuss how we can help build your financial roadmap