Our Team

Our Mission is to help our clients discover, design, and live the life they want by preserving and growing their wealth and providing advice to allow them to achieve their lifelong financial goals

Joe Bledsoe III CFP®, ChFC®

Joe founded Bledsoe Asset Management in 2008 after retiring from the Phoenix Fire Department.  Joe saw the need for holistic financial planning after developing one of the first education programs designed to address the unique financial issues facing Public Safety Personnel.  Joe holds a Bachelor of Science degree from Arizona State University and is a CERTIFIED FINANCIAL PLANNER™ certificant and a Chartered Financial Consultant®.

Skip Jackson CFP®, MBA

Skip Jackson Certified Financial Planner

Having worked in financial services for over 30 years, Skip brings a wide variety of industry expertise and experience with him.  Before joining Bledsoe Asset Management, Skip worked as a stock trader and portfolio manager for several investment banking firms. He received his MBA from W.P. Carey School of Business and his BS in Finance from Unversity of Maryland University College and is a CERTIFIED FINANCIAL PLANNER™ certificant.

TJ Stein CPA

TJ Stein CPA and financial advisor

TJ works with clients on a variety of financial planning issues such as investment planning, strategic retirement planning, and asset management.  In addition to his duties at Bledsoe Asset Management, TJ also serves as a firefighter/paramedic on the Phoenix Fire Department.  TJ earned a Bachelor of Science degree in Accounting from Northern Arizona University and is a Certified Public Accountant.

Paul Knobbe

Paul Knobbe Financial Advisor

Paul helps clients understand the many complex financial decisions they may face as well as the complexities of their portfolios and the investment markets.  Paul designed the “Wills for Heroes” estate planning program in partnership with the Arizona Bar Association after the tragic events of 9-11. Paul is also responsible for establishing the FireStar Fund and is an active volunteer for the Make-A-Wish Foundation and the Hemophilia Association. Paul holds a Bachelor of Science degree in Finance/Insurance from Arizona State University.

Rula Huber

Rula Huber Investment Adviser Representative

Rula serves as the office manager for Bledsoe Asset Management working with clients to ensure that their needs are met.  Rula previously owned a Farmers Insurance Agency and is a licensed insurance agent and Investment Advisor Representative.  She holds a Bachelor of Science degree in Human Resource Management from Arizona State University.