Our Team
 
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Heather Bledsoe, CEO

heather@sanjuanwealth.com

Experienced Mentor with a demonstrated history of working in the investment management industry. Skilled in Speech, Special Education, Entrepreneurship, Executive Coaching, and Public Speaking. Chief Communications & Revenue Officer at Breakaway Practice Strong professional with a Master's Degree focused in Speech Pathology / Audiology from Baylor University.

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Bob brings an entrepreneurial focus to startup and growing business clients with a passion for helping companies achieve their goals.  His diverse career spans 30 plus years of entrepreneurship, tax, accounting and executive experience. He received a BBA in Accounting from the Hankamer School of Business at Baylor University. 

Bob is a licensed CPA in Texas and Colorado.

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David Bledsoe, Digital Media / Marketing

david@sanjuanwealth.com/davy608@gmail.com

David graduated with a BS degree in Sports Management with a minor in coaching. After playing NCAA college baseball, David worked multiple coaching & photography jobs. He then started working in the media department at

Breakaway practice before starting to manage social media accounts for Dental and Healthcare businesses. Currently working as a Technician at FujiFilm. David is also doing photography and business advising on the side.

San Juan Wealth Services (SJWS) was started by Robert Bledsoe, CPA, as a tax practice. It has grown into a multi service consulting and investment firm dedicated to the success of the growing entrepreneur. 

Robert is a seasoned tax and business advisor. Additionally, he has mentored many startups and served as fractional CFO to a number of growing businesses. 

He has helped businesses start, grow and achieve a lucrative exit when the time is right.

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