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At Accrue Wealth Designs, our sole focus is YOU.

Accrue Wealth Designs Team

JOSHUA M. BLAKER, RFC® | FINANCIAL ADVISOR

Joshua Blaker founded Accrue Wealth Designs to be a full-service financial advisory firm dedicated to cutting-edge strategies and practical core values in an effort to provide valued clientele with sound financial strategies for retirement. Joshua loves working in a team environment and was excited to bring on Colin as a partner in 2017.

Joshua entered the financial services industry in 1997, working alongside his father. Joshua works with retirees and individuals planning for retirement to help them create income and preserve their hard-earned savings. Joshua has passed the Series 65 exam and is registered as an Investment Adviser Representative in Arizona. He also holds the Registered Financial Consultant (RFC) designation and is licensed for both life and health insurance in the states of Arizona, Colorado, Florida, Montana, North Carolina, South Dakota, Washington and Wisconsin.

When he is not helping clients increase their confidence about their financial futures, Joshua enjoys golf, surfing, snowboarding and spending time with his family. He lives in Gilbert, Arizona, with his wife, Marcie, and two sons, Caden and Chance.

Colin Ruttinger | Retirement Financial Specialist

Colin Ruttinger is a partner and retirement financial specialist at Accrue Wealth Designs. Beginning in 2016, Colin and Josh began working together on joint educational events. Their shared enthusiasm for retirement education and planning were what drew them to make their partnership official in 2017.

Colin comes to Accrue Wealth Designs with more than a decade of experience as a partner at The Ruttinger Group, where he helped clients in Arizona and California plan for retirement. A third-generation financial advisor, Colin was fortunate to know what he wanted to pursue professionally at a young age. Colin has been blessed to work closely with his father and uncle and considers both as mentors. Colin received his insurance license in 2005 and began working solely in the senior market. He has a firm belief that if you love your job, you never have to work a day in your life. He shares the desire of Accrue Wealth Designs to take our role as your fiduciary very seriously.

Colin is both life and health insurance licensed in Arizona, California, Colorado, New Mexico and Pennsylvania. In addition, he is studying to take the Series 65 investment exam.

Colin is an Arizona native. Shortly after graduating high school, he fulfilled a two-year service mission in Santiago, Chile. Colin resides in Mesa with his wife, Heather; their three boys, Coen, Noah and Greyson; and their lovely daughter, Liv. In his rare free time, Colin enjoys playing golf — he even lettered in it back in high school. He treasures time with his family and takes time to assist and coach in their sporting ventures.

Krista Holbert | Client Relationship MAnager

As a client relationship manager, Krista Holbert is an integral member of the Accrue Wealth Designs team and assists in all aspects of our firm. She is passionate about delivering superior customer service and enjoys working hand in hand with clients, financial institutions and her colleagues.

Krista has extensive experience in client services and case management. In 2010, she was presented with the opportunity to join a local estate planning firm. After a short time, it was clear she had the desire and capability to further her experience and subsequently was promoted to case manager. Krista is licensed to sell life and health insurance in Arizona.

Krista is a native of Arizona and resides in Gilbert with her husband, Jason, and their two children. In her free time, Krista enjoys coaching her daughter’s fast-pitch softball team, camping, working out and spending time with her family.

Marcie Blaker | Marketing coordinator

Marcie Blaker is the marketing coordinator at Accrue Wealth Designs. Her mission is to develop and plan marketing events where Josh and Colin can inform those in and nearing retirement.

Marcie loves working in the creative field. After graduating from Arizona State, she moved to Los Angeles to work for a boutique PR firm that specialized in public relations for film and television writers, directors and producers. After a few years on the coast, she moved back to Arizona and joined a local graphic design studio. Marcie started as an office administrator and moved up to account executive. She worked alongside graphic designers and clients to create print and multimedia marketing and advertisements. Marcie was able to stay home after having her boys, Caden and Chance. She also assisted at Josh’s previous firm with planning social events and creating and editing print advertisements.

In her free time, Marcie enjoys planning parties and helping at her boys’ school. She likes to create detailed, festive events and entertain friends and family. Marcie is an avid runner and loves indoor cycle classes. Her other pastime is photographing Josh and their boys during their many adventures.

Contact us at office@accruewealthdesigns.com, or call us at 480-565-4363 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

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    Investment advisory services offered through AE Wealth Management (AEWM), LLC, an SEC Registered Investment Adviser. Accrue Wealth Designs and AEWM are not affiliated companies.

    Accrue Wealth Designs is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits or guaranteed/lifetime income streams on this website generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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