Matt Brock, CFP®

Regional Director, Partner

Bethesda, Maryland

Contact Neal

He helps clients navigate life changes through comprehensive financial planning. He focuses on practical strategies tied to personal goals, creating and implementing financial planning strategies to help them reach those goals.
He has built his career around holistic planning and systematic problem-solving. He earned a B.S. in Math and Economics from Hampden-Sydney College. He holds the CERTIFIED FINANCIAL PLANNER™ designation and remains active in professional planning associations.
His approach is analytical, structured, and highly personalized. He integrates the full financial picture into clear, actionable recommendations. He believes disciplined planning helps clients make confident choices in any environment.
He lives in Ashburn, Virginia with his wife, Natalie, and daughter, Mila. When not watching Mila play lacrosse, he enjoys visiting local wineries and time on the golf course.