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Blakely Financial Intern Team


We have a rotating group of interns who join the Blakely Financial team each year. Our interns assist advisors with investment research, preparing for client meetings, and learning from our advisors.

Sam Levin


Sam grew up in Jacksonville, Florida, and recently graduated Magna Cum Laude with a Bachelor of Science in Finance from Elon University. While at Elon, Sam was a member of the Phoenix’s Football team and was heavily involved in the International Business Fraternity Alpha Kappa Psi. 

Sam joined the Blakely Financial team as an intern in May 2023. He assists advisors with managing models, prepares for client meetings, and researches investment opportunities. Outside of work, Sam enjoys playing golf, reading historical fiction, and attending live sporting events. 

Alex Lohman Intern Blakely Financial

Alex Lohrman


Alex grew up in Summerfield, North Carolina, and is currently pursuing an Associate in Arts (Transfer degree) from Guilford Technical Community College. Alex joined the Blakely Financial, Inc. team in May 2023, where he prepares for client meetings, fulfills clients’ daily requests, and assists in building long-lasting client relationships.

In his free time, Alex is a Student Ambassador at GTCC, where he focuses on building a better school environment and a more interactive learning experience. Alex also enjoys going to the beach, fishing, and spending quality time with his family.

Kayla Orr


Kayla grew up in Sarasota, Florida. Currently, she is dedicated to pursuing a degree in Finance at High Point University. She is a member of the High Point Investment Club and Panther Real Estate Club. 

Kayla became part of the Blakely Financial team in January 2024, contributing her skills to assist advisors, prepare for client meetings, and absorb valuable insights from experienced professionals.

Outside of her academic and professional commitments, Kayla finds joy in indulging her passion for golfing, watersports, hiking, and other outdoor activities.

Jack Quinn


Originally from Bucks County, Pennsylvania, Jack is currently earning his B.S.B.A. in Finance and Economics at High Point University. He holds the positions of Portfolio Manager and Treasurer in the university’s Investment Club and is a member of Alpha Kappa Psi, a Professional Business Fraternity. In September 2023, Jack was invited to join High Point University’s Student Government Finance Committee, marking a significant achievement in his academic career. 

Jack joined the Blakely Financial team in February 2023, where he assists advisors and conducts market research. Outside of work, he plays golf for the HPU club team, enjoys movies with friends, and mentors the Junior Team at Commonwealth National Golf Club in Horsham, Pennsylvania.

Colin Scharneck


Colin grew up in Haverhill, Massachusetts, and is pursuing a Bachelor’s Degree in Finance and Management at the University of New Hampshire’s Peter T. Paul School of Business and Economics.

Growing up on a farm, Colin learned at a young age to take on many responsibilities. Colin has worked as a Funeral Assistant at Paul C. Rogers & Sons Funeral Home for the past five years. On the BFI team, Colin assists advisors with preparations for client meetings and conducts research. In his free time, Colin enjoys going to the lake and staying active by hunting, snowmobiling, skiing, and practicing jiu-jitsu. 

Blakely Financial

Join the Blakely Intern Team

We always welcome applications that we review and keep on file. The best way to contact us is by filling up this contact form.

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Credentialed Professionals

Blakely Financial team members are committed to providing clarity, insight and guidance for our clients through financial planning. A commitment to ongoing improvement and continued education is paramount to doing so. Our team has obtained the following certifications:

Robert BlakelyEmily PromiseSteve LaFrance
Robert Blakely
Emily PromiseSteve LaFranceYesenia Davila
Robert BlakelySteve LaFranceEmily Promise
AAMS™Donna Blakely
Stephanie LanierYesenia Davila
Steve LaFrance
Robert Blakely
Steve LaFranceDonna Blakely
Emily PromiseNoah Johnson
Robert Blakely
Emily Promise
Emily Promise

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