Multigenerational approach

I believe in offering a holistic approach to helping you plan for your financial future. In the same way, I work with clients and their families across multiple generations to offer strategies to help build and sustain wealth and establish legacy.

I specialize in everything from working with children of clients to help them learn financial basics like budgeting, paying off student loan debt and beginning to save, to assisting parents of clients with estate planning strategies entering and thriving in retirement and helping ensure they are prepared for the expected and unexpected.

I offer you and your loved ones personal financial advice and a broad range of solutions to help you live your best life, now and in the future.

With the right financial advisor, life can be brilliant.

Brock and Associates has added a Florida Location

We are excited to announce that Brock and Associates has a new office location in the Tampa Bay Florida area. David Cottrell, Financial Advisor is taking on the difficult task of moving beachside to help us expand our reach. Do you have any family or friends in Florida? We would love the opportunity to visit with them about what we do and how we can help navigate the financial markets.

Our Office is OPEN!! 2706 US 19 Alt, Suite 205 Palm Harbor, FL 34683 1-800-256-1118


Years of Experience ?

My Videos(3 videos)

View All Videos


Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


view commentary  

2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)