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Our People

J. Blake Taylor, CFP, ChFC, RFC, LUTCF - President and CEO of Heritage Financial Place, Inc. Blake is a Certified Financial Planner serving his clients for over thirty years in the personal financial services industry. A life and qualifying member of the Million Dollar Round Table, Blake is a life member of Top of the Table (the highest category) qualifying ten consecutive years. Blake has spoken publicly on financial topics, specializing in retirement income planning solutions.  He is the past president of the Valley Association of Life Underwriters. He has served on the boards of the Salt Lake Estate Planning Council and the Grant Taggart Annual Symposium.

Melanie Newbold:  Accounting & Finance.  Melanie has worked with Blake for over 9 years, ranging in roles from personal assistant to business operations.  She handles the accounting for our practice, and provides ongoing business support.