Joann Blake, EA, CFP®
Senior Tax Advisor/Wealth Manager

Joann has been preparing income tax returns since 1982. She graduated Magna Cum Laude from Oakland University with a Bachelor of Arts degree. Joann is an Enrolled Agent (EA), which is a professional designation granted by the United States Treasury. Joann is also a CERTIFIED FINANCIAL PLANNERTM professional. Joann is a member of the National Association of Tax Preparers (NATP) and National Association of Enrolled Agents (NAEA).

In addition to personal and small business tax preparation, Joann specializes in retirement planning, estate planning, and estate administration. Joann holds Securities and Life Insurance Licenses. She has been married to her husband Doug for over 40 years.



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