The Team

Brock and Associates

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover 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 customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Our Advisors

Daniel Bickerstaff

Daniel Bickerstaff

Financial Advisor

More about me...

Designations

CFP®, ChFC®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies

VISIT MY WEBSITE

Beau Brock

Beau Brock

Financial Advisor

More about me...

Designations

CFP®, MBA

Top Areas of Focus

  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options

Education

MBA, Finance and Marketing Tulane University, 1987 New Orleans, LA, B.S., Microbiology, 1984 Louisiana State University, Baton Rouge, LA
AR License #6058725

VISIT MY WEBSITE

Brandt Brock

Brandt Brock

Private Wealth Advisor

More about me...

Designations

CFP®, ChFC®, FSA, MAAA

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

Bachelor of Business Administration from the University of Texas, Austin, TX
CA Insurance #4004046 AR License #2871393

VISIT MY WEBSITE

David Cottrell

David Cottrell

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Insurance

Education

Bachelor of Business, 1999, Oklahoma State University, Marketing degree with minor in Economics, 1999, Oklahoma State University
CA Insurance #0N12285

VISIT MY WEBSITE

Wendy Gregory

Wendy Gregory

Financial Advisor

More about me...

Top Areas of Focus

  • Family Finances
  • Sustainable and Responsible Investing
  • Women's Financial Strategies

Education

University of Tulsa, B.A. in Political Science, Certificate in Political Philosophy, 1998, Collinsville High School, Collinsville, OK, Baccalaureate, 1991

VISIT MY WEBSITE

Mike Sturm

Mike Sturm

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Insurance

Education

Studied Economics/Finance, Oklahoma State University, Stillwater, OK

VISIT MY WEBSITE

Our Staff

Sandra Bransford

Sandra Bransford

Client Service Specialist

Carla Douglas

Carla Douglas

Administrative Assistant

Kathy Honeyman

Kathy Honeyman

Marketing Manager

Kolbi Jordan

Kolbi Jordan

Administrative Assistant

Tim Linthicum

Tim Linthicum

Paraplanner

Patti Mauldin

Patti Mauldin

Client Service Specialist

Christy Pfeiffer

Christy Pfeiffer

Office Manager