It starts with the best people

In a client-based business like ours, we would never have survived if we hadn't started with the dynamic team. We seek out team members who not only offer our clients depth of experience and industry knowledge but who also appreciate the value of building a relationship and genuine caring about our client's needs and successes. Any Fellows Financial Group team member is invited to join only if they fit within our client-first culture. After all, our clients depend on us for theirs and their family's futures.

It's a responsibility each Fellows Financial Group team member takes very seriously.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Join Our Team

Blake Fellows

President, Founder

For more than 17 years Blake has been a trusted advisor, planner and advocate for entrepreneurs, business owners and individuals seeking personal service and deep knowledge. A Loudoun County native and graduate of James Madison University, Blake is an active Rotarian and heavily involved in coaching sports for more than 17 years.

Read Blake's story.

Keri Blake

Partner, Financial Advisor

Keri Blake is a Partner and Financial Advisor with Fellows & Blake Financial Group in Indianola, Iowa. She helps individuals and small business owners build, enjoy, protect, and transfer wealth the most tax. Her practice focuses on you, the client, and trust. It’s about your goals, your dreams, your concerns.

She partners with clients throughout their lifetime using a goals-based experienced approach to help clients live their best life. She is motivated by helping clients fulfill their financial dreams and protecting their families.

Keri has earned the credentials Accredited Asset Management Specialist and she enjoys continuing her education to better serve her clients.

Keri enjoys biking, mountain biking, and snowboarding with family and friends. She also enjoys quiet movie nights and watching and helping coach her kids in sports. If you’re ready for a different kind of experience when you meet with a financial planner, Keri is ready to listen.

Please call 515-259-6567 to schedule an appointment or to learn more about Keri please visit www.fellows-blakefg.com.

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Ken Harvey

Business Development

Ken Harvey, the former Redskins linebacker, joined the industry after working several years as a motivational speaker. Harvey attended the University of California, Berkeley, and went on to an 11-year career in the NFL playing with the Redskins and Cardinals. His stellar play earned him Four Pro-Bowl selections and is listed among the “80 Greatest Redskins.”

Upon retirement, he became a leader off the field by supporting the youth and charities. Ken is an accomplished author,  penning 4 children’s books and two novels.  Harvey coined the phrase “Every day I…” to motivate others to ensure each day they live to be the best version of themselves. As he lives by that motto, you will be in the hands of an individual who always gives his best.

Ken Harvey is not affiliated with LPL Financial and Wealthcare Advisory Partners and does not offer investment advice or services

Jeff Schalk

Chief Operating Officer

Jeff Schalk is Fellows Financial Group’s Chief Operating Officer and the co-founder of Fellows Insurance Group our commercial and personal insurance company.  Jeff enjoys helping people plan for their future and protect their family’s assets from the risks that face every business owner and individual.  Helping people into a situation where they should not need to say ”I never planned to be in this situation” is what drives Jeff every day.

A native of Ohio, Jeff moved to the area in 1987 with his wife Stacy and they raised their sons in Herndon, VA.  Jeff holds a bachelor’s degree from Miami University in Oxford, OH.

In addition to his professional career, Jeff has devoted countless hours to youth in the area through his work with the Boy Scouts of America as well as actively supporting neighborhood and high school competitive swimming.

Jasmine Lambert

Client Services Associate

Jasmine Lambert joined Fellows in October 2018, after completing her bachelors at Johnson & Wales University. Originally from Central Pennsylvania, Jasmine now resides in the heart of Leesburg.

The Johnson & Wales graduate delivers comprehensive service to clients by attending to their account management needs. She excels at finding ways to better serve our clients based on her combined experience of having served in both administrative and business development roles within the practice. Working closely with the wealth managers, she prepares reporting materials, executes client requests, and coordinates any additional matters related to their accounts. Additionally, Jasmine maintains the company’s events, social media presence, and interactions with clients.

If you know Jasmine, you know she has a genuine passion for helping others, which is what makes her a perfect fit for our client-centric culture.

Michael Schimmel

Financial Advisor

Michael Schimmel is a Financial Advisor at Fellows Financial Group. He has worked for Global and National banks from HSBC Bank to Wachovia in various capacities within financial services. Most recently he was Vice President and Cluster Manager responsible for new client growth, wealth management, mortgage, and banking solutions along with integrating with their community development strategy.

Before that Michael was a Partner/Owner of McCallum Sauber, a wholesale floral delivery company where he helped drive growth and build on a legacy of helping clients in the DC metro area. He focused on client development and client engagement to ensure that their clients were satisfied and received substantial value.

Michael studied in Oxford, Ohio at Miami University and graduated with a BA in Political Science and Economics. He is part of the Phi Gamma Delta Fraternity and was on the Inter-Fraternity Council Board of directors responsible for maintaining a healthy, vibrant, and responsible Greek life on campus. He was also part of the Associated Student Government which is dedicated to serving the undergraduate student body by soliciting and acting upon student needs and concerns.

Overall his passion is helping people. He helps clients with financial decisions and implementation; allowing clients to concentrate on what's in front of them rather than what if's.  He also helps people by volunteering and organizing community-building events through Rotary where he is a Board member and serves within the Northern Virginia area. In his free time, Michael enjoys spending time with his wife Meredith, and three children.  He is passionate about the outdoors. He loves coaching his boy's baseball and basketball teams and watching his daughter's dance recitals.

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Meghan Cotter

Customer Services Associate

Meg, a native Virginian, grew up riding, competing, and training horses in Loudoun County. She holds a degree in Veterinary Clinical Sciences. Her professional background includes Information Technology, Banking, and the Financial Services industry predominantly in Property and Casualty insurance. She has over 10 years’ experience.

Always establishing herself as a go-to person, she takes great pride in reviewing her client’s needs and making sure they are covered properly and protected for the events that can occur in life.  She enjoys being a teacher and educating on the various ways insurance products can help protect one’s future and daily life. She joined Fellows in November of 2019 and is proud to be part of a great organization and team.

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Speak With Fellows Financial

Let One Of Our Representatives Guide You!

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners a registered investment advisor. Wealthcare Advisory Partners and Fellows Financial Group, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, DC, GA, FL, HI, IA, MD, MT, NC, OH, PA, VA, TX, WV.

Personal and Commercial insurance services are offered through Fellows Insurance Group LLC.   Fellows Insurance Group LLC is a separate entity from Fellows Financial Group LLC, LPL Financial and Wealthcare Advisory Partners.   LPL Financial, Fellows Financial Group LLC, Fellows Insurance Group LLC and Wealthcare Advisory Partners do not offer tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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