(513) 794-2870 | Fax (513) 273-0246

8040 Hosbrook, Road, Suite 220 Cincinnati, OH 45236

 

J. Brock Dexter, CFP®

Managing Partner and Senior Advisor

Brock is a Certified Financial PlannerTM and Investment Advisor Representative with over 15 years experience providing Financial Planning and Investment Advisory services to high net worth individuals worldwide. He specializes in Pension and Retirement Planning, Executive Incentive Compensation, such as Employee Stock Options, and Tax Planning for Individuals and Small Businesses. He has advised senior executives at Procter & Gamble, General Electric, Fifth Third Bank, Duke Energy, Johnson and Johnson, Chevron and other Fortune 500 companies. Brock’s broad educational background and experience complements his extensive financial knowledge when advising clients on financial planning issues.

Brock is a member of the Financial Planning Association (FPA) that adheres to a strict Code of Ethics when providing Financial Planning and Investment Advisory services.

Brock graduated from the United States Air Force Academy with a degree in Civil Engineering. He served 11 years on active duty as a T-38 and an A-10 “Warthog” pilot. In 1988 he began a 17 year flying career with US Airways. While at US Airways, he also served in the Air Force Reserve commanding a unit of 40 officers who recruited for the Air Force Academy and ROTC in Ohio. Brock is a retired Lieutenant Colonel with over 24 years of military service.

Brock’s work in financial planning began while at USAirways. He initially worked on a part-time basis then transitioned to full-time upon retiring from the airline. Brock completed the College for Financial Planning’s 5 year CFP® certification in less than 3 years. Brock's experience as an investor dates to 1979 and he has held several securities licenses and a life and health insurance license before transitioning to the fee-only platform.

Brock is active in his community and often volunteers his expertise to those in need. He and his wife, Cindy, reside in West Chester, Ohio. They have three children and four grandchildren.