Brock has over 30 years of experience working as a financial advisor. His long tenure as a financial advisor includes work advising senior executives at Fortune 500 companies, high-net-worth individuals globally, and pro-bono work volunteering his expertise to those in need.
His specialization includes Pension and Retirement Planning, Executive Incentive Compensation (such as Employee Stock Options), and Tax Planning for Individuals and Small Businesses.
Brock 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 also serving in the Air Force Reserve. Throughout his flying career, Brock had an acute interest in investing and taxes that led him to his current career in financial advising.
Bachelor of Engineering, Civil Engineering, United States Air Force Academy
Certified Financial Planner™ (CFP®) – a professional certification mark granted in the United States by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). To attain the right to use the CFP® marks, an individual must satisfy the following requirements:
Financial Planning Association (FPA) – an organization dedicated to advancing and enhancing the financial planning profession.