Velva Blake

Velva Blake is the Senior Accounting Executive for Caldwell Wealth Management for all of our remote locations.  Mrs. Blake is responsible for financial management, bookkeeping reporting, preparing financial statements, analyzing financial data to identify trends and opportunities, and providing financial advice and support to management. 

Mrs. Blake has over 30 years of experience of being in the accounting profession.  She recognizes that her role is essential to the success of the organization, and she will work diligently to ensure that financial data is accurate and actionable, and that management has the information we need to make informed decisions about the firm's financial strategy and direction.