Written and published by Advisor Today at at.naifa.org
Advisor Today is pleased to announce the winners of its 2022 4 Under 40 awards: Scott Blake, MBA, of Blake Wealth Partners (Northwestern Mutual) in Columbus, OH, loyal member since 2018; Eric Bottolfsen, MBA, of GoldBook Financial (MassMutual) in Scottsdale, AZ, loyal member since 2017; Matthew Daley, MBA, FSCP, LACP, LUTCF, of the Daley Agency (American National) in Miller Place, NY, loyal member since 2018; and Brett Moore, CFP, of RBM Wealth Management Group (LPL Financial) in Newnan, GA, loyal member since 2015.
The 4 Under 40 Awards recognize highly motivated, well-rounded NAIFA members under the age of 40 who balance their work and home lives and are successful at helping their clients secure sound financial futures. They exhibit extraordinary professional success relatively early in their insurance and financial services careers.
This year’s recipients will be honored at NAIFA’s National Leadership Conference and Belong awards celebration in Washington, D.C., on November 14.
“The talented insurance and financial professionals who are Advisor Today’s 2022 4 Under 40 award winners represent the new generation of agents and advisors ensuring the success of our industry and financial prosperity of American families and small businesses for decades to come,” said NAIFA CEO Kevin Mayeux. “Their stories provide inspiration to anyone who may be considering an insurance or financial services career or who may be facing early-career challenges. They provide excellent examples of how hard work, dedication, and the support of a strong professional association can bring success.”
Scott Blake, MBA
Blake, 35, is the Founder and Principal of Blake Wealth Partners (Northwestern Mutual) in Columbus, OH, which works closely with clients in 35 states to build holistic, tailored plans designed to bring the most ambitious visons to fruition. He has built a team of highly motivated people with a shared passion for excellence in client service, which has resulted in his practice’s rapid growth. He has been recognized by Northwestern Mutual as a 2-Star Pathfinder on multiple occasions. Blake has successfully mentored two team members who were recognized as Top 10 Interns by the company.
Blake is the President-Elect for NAIFA’s Columbus chapter, and during his term on the NAIFA-Columbus Board has recruited numerous young advisors as NAIFA members. He is actively involved in NAIFA’s advocacy efforts and has attended NAIFA’s Congressional Conference grassroots event every year since he became a NAIFA member. He serves as a Government Relations Delegate at Northwestern Mutual and currently is a member of the Columbus Chamber of Commerce's Government Relations Steering Committee. Prior to becoming a financial professional, Blake spent seven years as a Senior Aide to Ohio Governor John Kasich.
To learn more about the other award recipients, please click here.
