Salt Lake City, Utah Office
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Brock helps clients understand their financial goals and develop personalized strategies for building, managing, and preserving wealth. He focuses on thoughtful guidance and long-term planning tailored to each client’s circumstances and priorities.
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Combining wealth management experience with an academic foundation in corporate and personal finance, Brock brings an understanding of financial planning, investment principles, and strategies that support long-term financial goals. He earned a bachelor’s degree in business management and leadership, with concentrations in Corporate Finance and Financial Planning, and holds the Series 65 license.
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Drawn to financial advising by a longstanding interest in investing and a desire to work closely with people, Brock enjoys the analytical side of planning but finds the greatest value in building strong client relationships. He aims to help clients understand their options and make informed decisions about their financial future.
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Outside of work, he is a motorsport enthusiast with a broad passion for outdoor activities. He enjoys opportunities to stay active and spend time outside.
Connect with Brock
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