Individual & Small Business Consultants

Blake Westerterp is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER^TM practitioner.  He holds BBAs in both Accounting and Marketing.

He is also knowledgeable and licensed to handle many types of investment products.  Blake has the Series 7 – General Securities Representative; Series 63 – Uniform Securities Agent State Law; and Life, Accident, Health & HMO licenses. 

These many licenses and certifications offer him the opportunity and responsibility to continue his education regularly.

Blake has been guiding and assisting both individuals and small businesses since 1984.   
 
His practice has been here in Austin since 1996.  Previously, he was a partner in one of the largest and oldest public accounting firms in Beaumont, Texas.    
   
Blake has been affiliated with Avantax Investment Services^SM  and Avantax Advisory Services^SM (formerly 1st Global Capital Corp) since 1994.  Avantax believes that CPAs have a unique perspective and knowledge of the overall financial services picture to offer personalized wealth care solutions to their clients.   

Avantax is the financial services partner of choice for premier tax & accounting professionals offering comprehensive wealth care services including securities brokerage, fee-based investment advisory services, retirement solutions and insurance.

Lisa Westerterp is a highly organized team player.  She utilizes her adept abilities at analyzing the big picture while quickly identifying and implementing the many details required to achieve the goals at hand.

Since 1995, Lisa has worked for two national health insurance carriers, BlueCross BlueShield of Texas and NYLCare and most recently as an independent broker.

She prefers to think of herself as a Health Insurance Advocate by helping our clients define and better understand their personal philosophy about health insurance and the goals they have for their health coverage. 

Ultimatley, her focus is on helping our clients to find that delicate balance between meaningful member benefits and realistic monthly premiums.

Lisa holds a BBA in General Business with a Concentration in Advertising Communications.  She has also achieved the level of Competent Toastmaster with Toastmasters International.  Lisa is licensed as a General Lines Agent for Life, Accident, Health & HMO with the Texas Department of Insurance.