Brock serves as an Operations Specialist at Legacy Wealth Group, where he works
directly with clients to support them in the process of achieving their goals. He has
developed a strong foundation in estate planning, with hands-on experience navigating
complex documentation, coordinating plan implementation, and helping individuals and
families protect and transfer wealth with clarity and confidence.
He is always thinking forward, with goals of helping clients align their financial decisions
with their values and long-term vision.
Brock Graduated from Western Governors University in an accelerated timeframe,
earning his bachelor’s in finance, demonstrating discipline, focus, and a strong work
ethic. He continues to build on that foundation through ongoing education and
professional development in financial planning and estate strategies.
Brock is married to his lovely wife, Taylor, and together they enjoy a life of fun and faith.
They welcomed their first son in 2025, who quickly became the center of their world. In
his free time, Brock enjoys cooking, learning and exploring new things.
