Our People
Associates:
Hank Brock, CPA, MBA, CLU, ChFC
Chartered Financial Consultant
Beginning in 1979, Hank built Brock and Associates, Inc., which was one of the country’s largest independent fee-based financial planning and small-business consulting firms, with headquarters in Salt Lake City, Utah. In 1997 he sold most of his assets in the fifty-person firm while retaining certain sister companies (see below.) This fee-based financial consulting firm was also a Registered Investment Advisory firm with the SEC, and employed financial planners, attorneys, CPAs, MBAs, CFPs, Chartered Financial Consultants, and others to provide strategic financial and tax planning services to individuals, professionals, and business-owners.
Danny Brock, CRFA
Certified Retirement Financial Advisor
Daniel W. Brock, “Danny,” was born in Houston, Texas and raised in Salt Lake City, UT. He is a graduate of Brigham Young University’s Marriott School of Business with an emphasis in Entrepreneurship. Since 2004, Danny has worked with seniors providing comprehensive fee-based planning for retirees. He is a Certified Retirement Financial Advisor (CRFA), a program that emphasizes competency in retirement, tax, investments, and estate planning for seniors. He is also enrolled in the accredited Chartered Financial Consultant (ChFC) program at the American College in Bryn Mawr, Pennsylvania, the most extensive financial planning credential in the industry.
Larry Brock
Associate Planner
Since 2004, Larry has worked in comprehensive retirement planning with seniors, having participated in hundreds of client meetings, both apprenticing and handling the affairs of numerous clients. He has completed the experience requirements and partially completed the educational requirements for the Chartered Financial Consultant (ChFC) through the fully-accredited American College in Bryn Mawr, Pennsylvania. This is the most extensive and rigorous financial planning training in the industry.
Scott Slater, ChFCAssociate Planner
Scott has an enthusiastic interest in helping people achieve their goals. He earned a bachelor’s degree in business from California State University, Los Angeles in 1987. He used that education along with his skills working with glass to own and operate a successful glass company working with clients such as Paramount studios, Universal studios, Macy’s, and colleges such as Cal Tech and Cal Poly Pomona. He sold his glass company in 2004 and moved to St. George the following year. He is using this successful business experience to add to his practice in fee-based financial consulting.
Staff:
Steve Walton, MBA
Client Services
Steve Walton oversees Client Services for Brock and Associates. Steve received his undergraduate degree in business administration and earned his master’s degree in business administration (MBA) at Utah State University. He is currently pursuing his professional education for his Chartered Financial Consultant (ChFC) designation.
Suzanne Hock
Office Manager
Suzanne has had extensive experience in the management of companies and assisting in the development and enhancing the efficiencies of process flows within those companies. She is very enthusiastic about her work and feels comfortable at the helm of multiple projects. She has an enjoyable personality and sense of humor.
Derrick Anderson, ChFC
Technical Services
Derrick Anderson recently joined the technical services team for Brock and Associates. He manages the day-to-day technical operations of the firm including security and protection of client information, networking, and data-base management.
Ashley Blake
Administrative Assistant
Ashley is attending Dixie State College and working towards her Associates Degree. She is majoring in Communications with an emphasis in print journalism. She will be receiving her Associate Degree late Spring of 2008. Ashley enjoys writing for the Dixie Sun College Newspaper and the challenges that come along with that. She is excited to join the Brock and Associates staff and welcomes the new opportunity.
Tiffany Durrant
Administrative Assistant
Tiffany Durrant attended Dixie College and graduated from Southern Utah University. She is married to Tom Durrant and has four children. A welcome addition to the Brock staff, Tiffany works in administration in records management as well as assisting with office support.
Our People