Bledsoe Asset Management, LLC

Kurtis Knobbe is a financial advisor at Bledsoe Asset Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles with the City of Phoenix since 2011, including serving as a Fire Captain in the Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual clients, offering asset management, financial planning, and consulting services. The firm uses strategic model portfolios tailored to client needs and employs both long-term and active trading strategies, including options and derivatives, with a focus on optimizing retirement benefits for public safety employees.

Luke Barnes is a financial advisor at Bledsoe Asset Management, LLC with Series 65 registration and one year of industry experience. Prior to joining Bledsoe, he worked in various roles including with the Phoenix and Tusayan Fire Departments and with Baker Tilly. He is currently active with the Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a broader clientele including high-net-worth individuals, trusts, estates, and retirement plans. The firm offers asset management and financial planning services using customized portfolios that incorporate both long-term holdings and derivatives strategies.

Paul Knobbe is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 12 years of industry experience. Prior to his career in financial advising, he served for 30 years with the City of Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual clients including high-net-worth households, trusts, estates, and retirement plans. The firm uses strategic model portfolios tailored with scenario and fundamental analysis, employing both long-term holdings and derivative strategies to manage approximately $189 million for over 340 clients.

Frank Jackson is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He has been with Bledsoe Asset Management, LLC since 2015. In addition to his advisory role, he teaches business part-time at Maricopa Community College in Tempe, AZ. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual and institutional clients. The firm employs strategic model portfolios combined with customized allocations and uses options and derivatives within managed accounts, with a focus on helping public safety employees optimize retirement benefits.

Rula Huber is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 18 years of industry experience. She has been with Bledsoe Asset Management since 2008. Bledsoe Asset Management serves members of the public safety community, their families, as well as high-net-worth and non-high-net-worth individuals, trusts, estates, and retirement plans. The firm uses strategic model portfolios combined with scenario and fundamental analysis, and employs both long-term holdings and active trading, including options and derivative strategies, to customize and manage client portfolios.

Timothy Stein is a Series 65-licensed financial advisor with Bledsoe Asset Management, LLC, where he has worked since 2008. He has 18 years of industry experience and also serves as a member of the Phoenix Fire Department since 2005. Bledsoe Asset Management serves clients primarily from the public safety community along with high-net-worth and non-high-net-worth individuals, trusts, estates, and retirement plans. The firm uses a combination of strategic model portfolios, customized allocations, and derivative strategies, including option writing, to manage approximately $189 million for around 341 clients.