Serving in the financial services industry for more than four years, Brock values the trust Members have placed in the Credit Union to help them on their financial path.
He believes identifying what life stage a Member is in helps him assist them in reaching their short- and long-term goals. “Someone just starting out is going to look a lot different from someone nearing retirement,” he says. “They likely have much different goals and I'm here to help them get there.”
Brock suggests Members adopt a save first and spend what’s left strategy. He says that Members find it hard to save because they are trying to find ways to save in their budgets after expenses, when they should save first and build their budgets around that. “A good way to start is the 50, 30, 20 approach. 50% of your take-home pay goes to fixed needs, 30% can be used for discretionary spending and 20% to savings.”
Brock is a fully registered and licensed investment and retirement planning professional and is registered to sell securities.
When he’s not helping Members, Brock enjoys running in marathons, watching sports and spending time with his family.
To make an appointment with Brock, call 800.462.8328, ext. 4116, Option 2.
Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3556543.1-0421-0523.
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