Investing and financial management is something that Brock has been interested in since he was a youngster. His first career was as a project and installation manager in the oil industry, but with a growing family he began to rethink the amount of time he needed to spend out of the country. Wanting more control over his career and his schedule, he changed course to focus on his career as a financial advisor. He earned the professional designation of Certified Investment Management Analyst (CIMA) through Investments and Wealth Institute (IWI) in conjunction with coursework from the Yale School of Management. Brock derives great personal satisfaction from getting to know his clients and helping them feel less stressed about their financial futures.

Brock and Chad married sisters Brenda (Brock) and Katie (Chad) in 2007, and their oldest children were born within weeks of each other. Brock’s own family has grown to include two girls and two boys, and a dog named Bruno. His favorite activities include spending time with his family on road trips, backpacking, golfing and fishing.

EDUCATION & QUALIFICATIONS

EDUCATION:
Colorado State University
Yale School of Management

DESIGNATION(S):
CIMA®

Registered states
UT, WY, WA, ID, NJ, OK, KS, NM, NV, VA, NY, CA, FL, MO, AZ, AK, IA, SC, NE, LA, MD, CO, AR, ND, MT, OR, TN, TX, MN