Our Credentials
Various professional associations and societies require that members achieve, and then maintain, certain standards for membership. These may include:
- Educational credentials,
- Years of experience,
- Client references,
- Continuing education requirements, and
- High ethical standards.
The following associates have met and maintain the standards for membership in the following professional associations, or licensure by the following governmental agencies:
Hank Brock – Since 1979
Utah Division of Professional Licensing
Certified Public Accountant License – State Board of Accountancy.Society of Financial Services Professionals
Requires highest educational requirements in industry, and provides most sophisticated educational offerings. Founded 1927.National Association of Insurance and Financial Advisors (NAIFA)
Largest industry association provides the most educational forums and performs greatest legislative oversight/monitoring. Founded 1931.Utah Department of Insurance
Life and Health Insurance License.
Danny Brock – Since 2004
Certified Retirement Financial Advisor
Credential focused exclusively on the management of retiree financial assets.Utah Department of Insurance
Life and Health Insurance License.National Association of Insurance and Financial Advisors (NAIFA)
Largest industry association provides the most educational forums and performs greatest legislative oversight/monitoring. Founded 1931.
Larry Brock – Since 2004
Utah Department of Insurance
Life and Health Insurance License.National Association of Insurance and Financial Advisors (NAIFA)
Largest industry association provides the most educational forums and performs greatest legislative oversight/monitoring. Founded 1931.
Scott Slater – Since 2007
Utah Department of Insurance
Life and Health Insurance License.National Association of Insurance and Financial Advisors (NAIFA)
Largest industry association provides the most educational forums and performs greatest legislative oversight/monitoring. Founded 1931.