Tuesday, February 25th at 8:00 AM (CT)
Breakfast with Brand is an open, roundtable-style discussion on current events and the global market environment. More importantly, it’s a great opportunity to get together and enjoy a light breakfast while reflecting on what’s happening in the world today.
All are welcome to this event. Feel free to share this invitation with friends, family, or colleagues who might enjoy this event. We look forward to seeing you on Tuesday, February 25th!
Where To Go
This Breakfast with Brand session will be held at our offices in the Founder’s Room, 16090 Swingley Ridge Road, Suite 620, Chesterfield, MO 63017.
About the Presenters
Tim Egart, CEPA®, CFP®
Executive Vice President & Partner
As a wealth advisor, Tim enjoys spending his time with clients crafting plans to accomplish their goals – paying close attention to the investment, estate, risk, and tax implications of the decisions made. His desire is to establish a deep relationship allowing for a true partnership with every client. Tim demonstrated his commitment to the firm by becoming a partner in February of 2022.
Tim earned a Master of Business Administration from Saint Louis University’s John Cook School of Business and a Bachelor of Science in Finance from Arkansas State University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the CEPA designation.
Tim earned his Certified Exit Planning Advisor (CEPA) designation in 2024. Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit.
Tim was a collegiate baseball player and played professionally within the San Francisco Giants organization. He currently serves on the Board of Directors for the Fellowship of Christian Athletes – St. Louis. Tim and his wife, Alli, have three young and active sons. When they aren’t at home or work, you can most likely spot them on a local sports field.
James Blake, CFP®, AIF®
Wealth Advisor
James joined Brand Asset Management Group as an advisor in 2019. Prior to beginning his career as an advisor in the financial services industry in 2017, James spent 15 years in orthopedic medical device sales.
He was born and raised in St. Louis and earned his Bachelor of Arts degree in Philosophy from Santa Clara University. James has obtained the series 66. Additionally, He has earned his CERTIFIED FINANCIAL PLANNER™ certification and AIF® designation. Attainment of the AIF® designation demonstrates understanding of the Prudent Practices® and methodology.
James and his wife, Becky, are active members of their congregation at St. Paul’s Lutheran. They are also cheerful supporters of many local charities, including World Pediatric Project and African Vision of Hope.
Outside of work, James enjoys time with his wife and three kids, reading non-fiction, playing soccer, and volunteering.
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