Staff

Staff

Faith Gentry AAMS®, CRPC®, RP®

Client Services Coordinator

Faith joined Blakely Financial, Inc., in September 2002. In 2006, Faith successfully completed the Registered Paraplanner℠ professional designation program from the College for Financial Planning in 2006. She spent six months taking a very rigorous curriculum in the financial planning process, the time value of money, and retirement planning.

In September 2011, Faith earned her Series 7 and Series 66 securities registrations, which she holds as a registered staff member of Commonwealth Financial Network®. This allows her to assume an increased role in assisting clients in pursuing their financial planning needs. In late 2015, Faith earned her AAMS®. (Accredited Asset Management Specialist℠) designation, which furthered her knowledge and understanding of the industry. In early 2016, Faith pursued further education and received her CRPC®. (Chartered Retirement Planning Counselor℠) designation. Faith's primary responsibility is client relations, and her expertise and extensive industry knowledge enables her to manage a multitude of operations. Faith is also a notary public.

Faith resides in the Ledford area with her husband and daughter. In addition to her full-time career at Blakely Financial, Faith enjoys traveling and spending quality time with her family.

Please note that Faith may not offer specific investments or investment advice.

Susan Moore, RP®

REGISTERED PARAPLANNER℠

Susan joined Blakely Financial, Inc., in November 2005 as an administrative assistant. Since that time, Susan has grown in her responsibilities as she strives to make every interaction with our office extraordinary.

Susan is responsible for client administrative matters; she oversees daily office affairs and ensures that all facets of client paperwork and database management are handled properly. In early 2016, Susan successfully completed the Registered Paraplanner℠ professional designation program from the College for Financial Planning. She spent six months taking a very rigorous curriculum in the financial planning process, the time value of money, and retirement planning. Susan is also a notary public.

Susan resides in High Point with her husband and two daughters. She is active in her church Sunday School group. In addition to spending time with her family, Susan enjoys traveling and taking long walks with her dog, Tucker.

Diana Lewis

Administrative Assistant

Diana joined Blakely Financial, Inc. in June 2017. Prior to that, she worked in the banking industry and is highly skilled at extraordinary customer service.

Diana will often be the first voice you hear when you call our team. She schedules appointments and assists Faith and Susan in daily office duties including client paperwork and database management. She is a Notary Public.

Diana resides in High Point with her husband, son and daughter. She also enjoys gardening.

Donna Blakely MBA

Director of Marketing & Client Relations

Donna is a 1989 graduate of Appalachian State University and a 1995 MBA graduate of the University of North Carolina at Greensboro. She is currently a broker's administrative assistant with Blakely Financial and is responsible for marketing and client relations.

Prior to working with Blakely Financial, Donna was a pharmaceutical sales representative with GlaxoSmithKline. She then became co-owner and general manager of the J.H. Adams Inn. With the experience gained in these service positions, Donna believes that no one is more important than the customer, and her goal with Blakely Financial is to help us meet the needs of all of our clients through personalized attention and service.

Donna is active with Communities in Schools of Thomasville and a member of the Junior League of High Point. She resides in Thomasville with Rob and their four-legged children, Bunker and Bogey, and is having fun learning to play golf with Rob.

Bunker and Bogey

Bunker and Bogey joined Blakely Financial, Inc., as our official greeters in 2009. They are responsible for greeting our clients and visitors with a tail wag and a lick if you let them! Bunker and Bogey enjoy taking long walks, sleeping in Donna's office, and begging for treats from the FedEx delivery man.