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About Us
Blake
Jessica
Blake
Blake brings a decade of experience building and protecting substantial wealth for high-net-worth families and institutions.
His background includes developing hedge fund portfolios for families with $100 million or more during his time at Goldman Sachs. This deep institutional experience ensures every client strategy is built on an author
Blake brings a decade of experience building and protecting substantial wealth for high-net-worth families and institutions.
His background includes developing hedge fund portfolios for families with $100 million or more during his time at Goldman Sachs. This deep institutional experience ensures every client strategy is built on an authoritative, high-performing foundation.
As the Director of Investment Strategy for Pacific Capital, Blake oversaw all investment decisions, driving the firm's AUM growth from $300 million to over $600 million in three years. He leverages his expertise in portfolio construction, private investment analysis, and estate planning to lead the firm's mission: to eliminate complexity and translate wealth into verifiable generational achievement.
Blake earned his B.A. in Economics from Brown University,
Blake and his wife enjoy traveling, and most recently spent a month in Dubai and Abu Dhabi.
Clark
Jessica
Blake
Clark is the Principal leading our strategic operations and capital retention. As a Certified Public Accountant (CPA) with over 18 years of experience, he provides unparalleled oversight in tax planning and asset management.
Clark is a specialist in maximizing capital retention. He is a recognized expert in identifying and aggressively eli
Clark is the Principal leading our strategic operations and capital retention. As a Certified Public Accountant (CPA) with over 18 years of experience, he provides unparalleled oversight in tax planning and asset management.
Clark is a specialist in maximizing capital retention. He is a recognized expert in identifying and aggressively eliminating complex tax liabilities and operational inefficiencies.
Clark’s authority is recognized industry-wide: he received the prestigious UACPA Private Practice of the Year award and is a member of the board for the Utah State University School of Accounting.
Clark’s commitment to sound governance extends directly to his personal life. As an active City Mayor, he serves as a highly trusted, discreet leader in his community. This public service reflects the same core value he brings to client wealth: pioneering a better future for family, community, and legacy.
Clark holds a B.S. in Accounting from the University of Utah and an MBA from Utah State University.
Jessica
Jessica
Jessica
Jessica Seeley is a tax expert, bringing over a decade of dedicated accounting experience focused on regulatory precision and financial integrity.
Jessica has extensive experience in the compilation, review, and finalization of complex financial statements, ensuring absolute fidelity to GAAP regulations for corporations and LLCs. Her exper
Jessica Seeley is a tax expert, bringing over a decade of dedicated accounting experience focused on regulatory precision and financial integrity.
Jessica has extensive experience in the compilation, review, and finalization of complex financial statements, ensuring absolute fidelity to GAAP regulations for corporations and LLCs. Her expertise transforms detailed operational components into the clear, accurate financial insight required for high-level decision-making.
Jessica is also instrumental in preparing detailed income tax reporting for both individual principals and business entities, directly supporting our firm's capital retention strategies.
Jessica holds a B.S. in Accounting from Utah State University.
In her personal time, she enjoys teaching Zumba as a licensed instructor.
