Brock is a Wealth Advisor at Capita Financial Network. He is passionate about partnering with clients to help them feel confident about their future through high-touch financial planning.
Prior to joining Capita, Brock was a Private Banker at J.P. Morgan Private Bank for eight years. He led a team of advisors delivering investment, banking, lending, and estate planning guidance to families in Utah, Arizona, and Idaho. Brock earned a degree in Finance from Brigham Young University.
Brock and his wife, Sara, live in Highland, Utah. They love to travel and have a particular fondness for New York City, where Sara lived before they met, and Hawaii, where they were introduced by friends while on vacation.
by Good Riot