Brock has worked his entire career in the financial services industry with the mission of helping clients achieve their goals and dreams. He holds the Chartered Retirement Planning Counselor^TM designation, awarded by The College for Financial Planning Institutes Corp. Brock practices goals based wealth management for clients, which incorporates investment management, access to banking services from Bank of America, life and long-term care insurance solutions, trust planning, and college savings strategies. He will work closely with your CPA, estate planning attorney and other specialists to help ensure every client has a tailored and holistic wealth management plan. This retirement plan is called your Personal Wealth Analysis, and will be the cornerstone of our discussions along the way. Brock's top priority is providing best-in-class brokerage and banking service to clients when a financial issue or other life event occurs.

Outside of work, Brock enjoys spending time with his family and friends. He has two children and two dogs, a golden doodle named Ruby and a King Charles named Ranger.  His interests include boating, golfing, skiing, biking, fishing and live music to name a few. He is also passionate about traveling and exploring new places inside the country and abroad.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.