Heritage Financial Place, IncNavigation Home Home Home Home Home

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.

Jacqueline Lee:  Bio coming soon!