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 that promise in every interaction you have with each member of our team.

David Rogers, Financial Advisor

David Rogers, CFP

Financial Advisor
Email
813-789-2491

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Mike Allison, Blueprint Financial Advisors Senior Financial Advisor

Mike Allison

Senior Financial Advisor
Email
704-312-0708

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Andrea Johnson Swope, Blueprint Financial Advisors President

Andrea Johnson Swope

President
Email
704-712-2900

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Samantha Large, Blueprint Financial Advisors Relationship Manager

Samantha Large

Relationship Manager
Email
704-408-8484

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Melissa Murtorff, Blueprint Financial Advisors Relationship Manager

Melissa Murtorff

Relationship Manager
Email
980-202-2551

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Justin Edmisten, Blueprint Financial Advisors Relationship Manager

Justin Edmisten

Relationship Manager
Email
336-223-4577

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Bettina Zemei, Blueprint Financial Advisors Relationship Manager

Bettina Zimei

Relationship Manager
Email
978-235-0516

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Cindy Kraimer, Blueprint Financial Advisors Relationship Manager

Cindy Kraimer

Relationship Manager
Email
920-204-6898

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Dynesha Moore, Blueprint Financial Advisors Wealth Operations Manager

Dynesha Moore

Wealth Operations Manager
Email
980-202-1143

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Shepard Ottaway, Relationship Manager at Blueprint Financial Advisors

Shepard Ottaway

Relationship Manager
Email
336-402-9674

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Cassidy Donaldson, Blueprint Financial Advisors Administrative Assistant

Cassidy Donaldson

Administrative Assistant
Email
980-201-6280

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Jon Robinson, Blueprint Financial Advisors Portfolio Manager

Jon Robinson

Portfolio Manager

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Brandon Langley, Blueprint Financial Advisors Portfolio Manager

Brandon Langley

Portfolio Manager

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Ken Peters, Blueprint Financial Advisors Portfolio Manager

Ken Peters, CAIA

Portfolio Manger

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Joe Crawford, Blueprint Financial Advisors Director of Operations

Joe Crawford

Director of Operations

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Laurie Moore, Blueprint Financial Advisors Director of Compliance

Laurie Moore

Director of Compliance

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Nicole Hands, Blueprint Financial Advisors Director of Marketing

Nicole Hands

Director of Marketing

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Mike Carlone, Blueprint Financial Advisors Director of Business Development

Mike Carlone

Director of Business Development

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Let's Talk

To discuss how we can help build your financial roadmap