Brock is a fee-based financial advisor that loves meeting and helping new people every day. Brock enjoys getting to know his clients on a personal level and continuously building relationships to the point that his clients become his friends. His belief is that a financial plan should complement his client’s lifestyles, ultimately making the plan easier to follow and accomplish. He uses a simple, yet effective, 3 step approach to financial planning. Listen, Educate, and Implement*. He believes that if those steps are done well and done in that order it will bring clarity, confidence, and excitement to his client’s financial futures.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.