What Our Clients Say About Working With Us
“Brock is one of a kind. Caring. Committed. Always investing in ways to grow so he can be of the utmost value. I’ve seen him on stage multiple time and have worked with several of his clients- they love him. I love him. He is a gift for anyone that comes in contact with his brilliance.”
“What sets Brock apart is his comprehensive approach to financial planning. He didn’t just help me reallocate my 401(k)—he conducted a complete financial review covering everything from insurance and tax strategies to budgeting and home expenses. He connected me with expert tax advisors and investment specialists who understood my goals. Instead of pushing particular products, he presented different strategies that aren’t typically taught in mainstream financial planning.
“Working with Brock has exceeded my expectations in every way. He’s been more than a financial advisor—he’s become a coach, mentor, and friend throughout this journey. I now have a stronger connection to and understanding of my investments, rather than simply watching money automatically flow into a 401(k). Perhaps most importantly, he’s helped me realize that retirement doesn’t have to wait until 59½ or 65—it can happen much sooner with the right strategy.
“For anyone considering working with Brock, be open to receiving advice that differs from conventional financial planning. His ability to connect clients with the right experts in alternative investment strategies, combined with his holistic approach to financial freedom, makes him an invaluable partner in achieving your financial goals.”
“I can also rest easier, knowing that my family is well protected through Brock’s carefully structured ‘family bank’ Whole Life Insurance policies. While this would be an amazing feat for most advisors, Brock goes a step further ensures all the intricate pieces are properly protected and structured thru bespoke asset planning referrals.
“I cannot say enough about incredible impact Brock has had on our family’s legacy. But bar none, the best benefit of working with Brock over the years is being able to call him a friend.”
“When I met Brock for the first time I shared my faith with him, which was uncomfortable for me, yet something critical for me to be in alignment in that area with a financial coach. Through the grace of God, Brock was extremely receptive to my sharing and from that day forward it has felt right to connect with someone not only at a financial level but at a spiritual level too.
“One thing that surprised me working with Brock was the importance he placed on my wife Jill being involved in our conversations too. I was very impressed by the holistic view that Brock’s approach took by focusing on the entire family and getting our financial house in order by first establishing proper insurance protection before even considering which future investments to consider. He has a sound financial approach that will help you plug financial leaks and a cash flow process that creates efficiency, liquidity and control.
“I also have been extremely grateful for Brock’s willingness to help me connect with very successful entrepreneurs or investors that are business connections Brock has through mentorship, coaches and different masterminds. This is something that Brock did not have to do but he truly wants to help each of his clients as much as possible. He truly wants to give back to his clients by using all his resources and gifts God has given him. Since working with Brock I have become more confident in my financial plan and will continue to seek Brock’s expertise to help achieve my financial goals and dreams. I appreciate Brock’s expertise, guidance and most importantly his friendship. I highly recommend reaching out to Brock if you need financial intelligence in your life and are looking for a new approach to achieving significant improvement in your financial life.”
“When my wife and I first connected with Brock we had a limited understanding of how to best manage our finances. Through the efforts of Brock we have; paid off debts, developed a cash flow structure based around the principle ‘Save First,’ developed financial goals that benefit our future and have given us more control over our money, and most importantly, he has taught us every step of the way so that we are better equipped with the knowledge necessary to live a life that is healthy and growing financially.”
“What truly sets Brock apart is that he doesnt’ just sell products—he lives what he teaches. He’s constantly learning from some of the most well-known financial minds of our generation, and this expertise shows in his guidance. His approach is refreshingly different: instead of pushing specific products, he provides information that enables you to make informed decisions about your financial future.
“We have big goals and significant responsibilities when it comes to our family’s finances. Having an expert guide we trust, who’s actively implementing the strategies they recommend, has been invaluable. For anyone considering working with Brock, I’d suggest following his newsletter, LinkedIn content, and podcast appearances. You’ll quickly see if his expertise aligns with your financial vision—just as it did with ours.”
“Thank you Brock for your commitment to leading well in the financial space where others are motivated by their gain only.”
“What stood out immediately was their availability and readiness to discuss various options, making me feel supported and informed throughout the process. The level of individualized advice exceeded my expectations, particularly the amount of one-on-one time they invested in understanding my needs.
“Since working with them, I’ve made steady financial progress and gained something unexpected – more confidence in making financial decisions. I’ve become more financially savvy and feel more in control of my future. The team’s dedication to financial education and personalized approach has made a real impact on my life.
“If you’re considering working with them, I’d say definitely go for it! They’re a dedicated and knowledgeable team that truly cares about their clients’ financial success. The guidance and support are invaluable, and everything about the experience has exceeded my expectations.”
“I have referred numerous clients to Brock, and the feedback has been overwhelmingly positive. They consistently praise not only his expertise but also his genuine approach and the clarity he brings to their financial world. Many of those I have referred have, in turn, recommended him to others – a testament to the trust and value he provides.
“One of the most common things I hear from those who work with Brock is how he has transformed their understanding of cash flow and planning. His process is clear, insightful, and impactful, giving clients confidence in their financial decisions.
“I highly recommend Brock to anyone looking for a knowledgeable, trustworthy financial professional who cares about his clients’ success.”