Brock graduated from Bucknell University with a BS degree in Business Management and then obtained his Master's Degree in Finance from St. Joseph's University. Brock started his career at SEI Private Trust Company in Oaks, PA where he was an investment analyst working with high net worth investors. Brock was promoted to Regional Director over the Mountain West where he was responsible for direction and oversight of over $1B in client assets. Brock is also a Certified Financial Planner and has the series 65 license. As the owner and lead advisor at Promontory his passion is helping families make better financial decisions and growing wealth in tax efficient and tax free ways. He loves playing catch and having fun with his kids, golf, skiing and the outdoors.