Blake works closely with clients to build personalized wealth management strategies, from portfolio analysis and trade execution to long-term planning around asset allocation and structured investments. He partners with clients across the Mid-Atlantic region, helping them navigate every stage of their financial life with clarity and confidence.
Blake graduated from Utah Tech University in May 2024 with a bachelor’s degree in Finance and a minor in Accounting. He stays closely attuned to market news and broader macroeconomic trends, bringing that perspective into the strategies he helps build for clients.
Outside of work, Blake takes full advantage of St. George, Utah’s year-round sunshine and stunning outdoor landscape, whether that means hiking the red rock trails, exploring nearby national parks, or simply enjoying the active lifestyle the area offers.