Brock is a Wealth Advisor at Capita Financial Network. He is passionate about partnering with clients to help them feel confident about their future through high-touch financial planning.
Prior to joining Capita, Brock was a Private Banker at J.P. Morgan Private Bank for eight years. He led a team of advisors delivering investment, banking, lending, and estate planning guidance to families in Utah, Arizona, and Idaho. Brock earned a degree in Finance from Brigham Young University.
Brock and his wife, Sara, live in Highland, Utah. They love to travel and have a particular fondness for New York City, where Sara lived before they met, and Hawaii, where they were introduced by friends while on vacation.
Terri received her PHD in Philosophy from the University of Utah. After working at Intermountain for nearly 30 years, she recently retired as the Director of Employee Wellness. Capita is excited to have her as our Wellness Consultant!
by SmashedMedia