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retirement you envision

For the fulfilling
retirement you envision

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retirement you envision

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Our Team

Our Team


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Drew Blease

President/Founder

drewblease@bleasefinancial.com

Drew has lived in Tucson since he was five years old, so he’s practically an Old Pueblo native. After attending the University of Arizona, he began his career as a financial advisor with a national brokerage firm in 1988. In 2000, Drew started Blease Financial Services to bring to life his vision of a truly independent and customized wealth planning firm where honesty, high morals and values are the foundation. Drew has consistently been listed by Forbes as one of their "Best-in-State" advisors and he has also been selected by Advisor Hub as one of their nationally ranked "200 Fast Growing Advisors to Watch" for 2023.  He holds series 6, 7, 24, 63 and 65 registrations through LPL Financial. 

On a personal note, Drew has been blessed with three wonderful kids: daughters, Reagan and Taylor, and son, Shane.  Drew's hobbies include working out at the gym, reading and spending time with his family.  Drew attends Zion City Church and is a past board member of the Fellowship of Christian Athletes (FCA).


Drew is regularly featured on these stations.

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Click this link to see Drew in the News!

 

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.  

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Mark Stine

Wealth Advisor

markstine@bleasefinancial.com

Born and raised in Indiana and a graduate of Indiana University, Mark has called Tucson home since 2003 and has worked with Blease Financial since 2015. Before becoming a Wealth Advisor with BFS, he was a morning news anchor at KOLD News 13 and Fox 11. Wanting to spend more quality time with his wife, Robin, and children Payton and Max, Mark decided to join Blease Financial. It was an easy decision, as the Stines have been happy BFS clients since 2008.

In his spare time, Mark enjoys playing golf and watching Payton and Max play basketball. Mark and his family attend Oro Valley Church of the Nazarene. Mark has also served as a board member for the Fellowship of Christian Athletes (FCA) and the Minority and Small Business Alliance of Southern Arizona.

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Kelli Josett

Office Manager

kellijosett@bleasefinancial.com

Kelli began her career in the financial services industry in 1998 as a financial advisor assistant. She joined Blease Financial Services in 2006 to assist in all aspects of client service and is now responsible for a diverse set of administrative tasks. Kelli is a Tucson native and a proud mom to her daughter, Taiylor, who lives in Queen Creek AZ with her husband, Zackary and their two sons, Jameson & Remington. Kelli enjoys spending time with her family, hiking, shopping, and hot summer days by the pool.

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Kristine Olejnik

Sr. Administrative Specialist

kristineolejnik@bleasefinancial.com

Kristine, a second-generation Tucsonan, entered the financial services industry as a financial advisor assistant in 1994 and joined Blease Financial Services in 2015. She married her high school sweetheart, Jeff, in 1987 and they have three children—Nick, Kriky and Eddie— and four grandchildren, Jordyn, Nicholas, Khloe and Karolyn. In her spare time, Kristine enjoys camping, off-road trail riding, reading and spending time with her family and friends.

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Catherine Savani

Marketing Coordinator

catherinesavani@bleasefinancial.com

Catherine joined Blease Financial Services in 2016 after a 20-year career in the medical industry. She was in need of a change and was brought into the BFS team to help deliver a heightened client service experience. She and her husband, Rick, and their daughter, Sarah, moved to Tucson from Scranton, Pa., in 2006. In her downtime from work, she enjoys spending time with her family, reading, going to concerts and soaking up the sun. Catherine also belongs to a pen-pal group and has an extensive collection of tiki mugs and Polynesian art.

 

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7374 N. La Cholla Blvd.
Tucson, Arizona 85741
Phone: 520-299-7172
Fax: 520-299-7166

 

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Phone: 623-546-0855
 

  • Tel:  520-299-7172 | 623-546-0855

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

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