Brock’s goal with his clients is to develop a holistic financial plan that will guide them. Brock believes financial planning is much more than finding the right investments. It would ensure income lasting the entirety of life, a care plan that addresses frailty, utilize charitable giving strategies, and prepare an estate plan to minimize taxes and bless heirs. Brock works with each client to tailor a plan to the things that matter most.
Brock is a researcher and strategist and is continually looking at each client’s changing situation to improve outcomes and reduce the amount paid in taxes. Brock believes it’s important to have a financial advisor that is working hard so his clients can rest assured they are on the right path.
Brock and his wife, Nancy, have been married for 30 years and live in the Phoenix area. They have 3 grown children. Brock is a big sports fan, but his favorite thing to do is spend time with his family. For Brock and Nancy their relationship with Jesus is the most important thing in their lives. Their goal is that everything they do, and every encounter they have would move people closer to God.
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.