Brock and Associates

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.



Advisors

Brittany Armer

Brittany Armer

Financial Advisor

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Daniel Bickerstaff

Daniel Bickerstaff

CFP®, ChFC®, APMA®

Financial Advisor

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Beau Brock

Beau Brock

MBA, CFP®

Financial Advisor

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Brandt Brock

Brandt Brock

CFP®, ChFC®, FSA, MAAA

Private Wealth Advisor

Certified Kingdom Advisor
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Mike Sturm

Mike Sturm

Financial Advisor

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Team

Sandra Bransford

Sandra Bransford

Client Service Specialist

Ana Brennan

Ana Brennan

Client Service Specialist

Whitley Doss

Whitley Doss

Receptionist

Carla Douglas

Carla Douglas

Administrative Assistant

Kathy Honeyman

Kathy Honeyman

Marketing Manager

Diana Idleman

Diana Idleman

Administrative Assistant

Bethany Kelley

Bethany Kelley

Administrative Assistant

Tim Linthicum

Tim Linthicum

Paraplanner

Patti Mauldin

Patti Mauldin

Client Service Specialist

Christy Pfeiffer

Christy Pfeiffer

Office Manager