Brock works with individuals and couples who are approaching retirement or already retired to help them navigate this next season of life with clarity, confidence, and purpose. He believes financial planning is about far more than investments—it is about stewardship. Brock helps clients develop holistic retirement plans that provide dependable lifetime income, optimize Social Security decisions, and address the real risks people face in retirement, including longevity, market volatility, inflation, healthcare needs, and taxes.
Brock’s approach is grounded in the belief that wise planning allows people to live generously and with peace of mind. He works closely with clients to design income strategies that support their lifestyle, prepare for potential long-term care needs, and incorporate charitable giving and estate planning strategies that minimize taxes and bless both family and ministry causes. Each plan is tailored to reflect what matters most to the client, recognizing that financial decisions are deeply connected to values, faith, and legacy.
As a researcher and strategist, Brock continually reviews each client’s changing situation, seeking opportunities to improve outcomes and reduce unnecessary tax burdens. He believes clients should have an advisor who works diligently and thoughtfully on their behalf, allowing them to rest in the confidence that their finances are aligned with their goals and their faith.
Brock and his wife, Nancy, have been married for 32 years and live in the Phoenix area. They have three grown children. While Brock enjoys sports, his greatest joy is time with his family. For Brock and Nancy, their relationship with Jesus Christ is the foundation of their lives.Their prayer is that everything they do—and every relationship they build—would honor God and help draw others closer to Him.

Many investors are surprised to learn they are profiting from and supporting immoral activities such as abortion, pornography, and human trafficking within their investment portfolios. At Inspire Advisors, we help you invest in some of the most inspiring, positive, biblically-aligned companies in the world without sacrificing return potential.

Excellence in investing is one of our core values. Our team of Ph.D.'s and CFAs build rigorously designed portfolios based on peer-reviewed, academic research to address a wide range of investment objectives. Our proprietary Inspire Impact Score Methodology is trusted by investors around the world to provide a reliable, scientific approach to constructing quality portfolios that support biblical values.

At Inspire Advisors, your portfolio can make a tangible impact in three ways: (1) influencing Wall Street by supporting good companies and selling bad ones; (2) providing a powerful voice to corporate America on behalf of biblical values through Inspire's shareholder engagement efforts; and, (3) through Inspire Investing's Give50 program, which donates 50% or more of their corporate net profits to Christian ministries.

