Team Paul Brock President Paul Brock’s more than 30 years of financial services experience have fully prepared him to assist wealthy families with financial matters. As President of Paul H. Brock Associates, Paul helps clients carefully articulate and... Read more Matthew H. Eaton, CLU, ChFC, CFP® Director of Case Development With more than 35 years of financial services experience, Matthew H. Eaton, CLU, ChFC, CFP® is skilled at evaluating a client’s current financial position, modeling future scenarios, conceptualizing opportunities to improve the... Read more Brockton J. Somsen Manager, Planning Implementation Brock joined the firm in 2011 after five years with Edward Jones. His specialization is working with the planning team to ensure seamless implementation and maintenance. His broad knowledge of investments and taxation, coupled with his... Read more Anna-Marie Smith, CLU, ChFC, CFP®, MSFS Senior Manager, Financial Analysis Anna-Marie (Marie) Smith, CLU, ChFC, CFP®, Senior Manager, Financial Analysis, has been associated with the firm for 20 years. Marie has comprehensive experience in the use of a variety of financial planning software programs and works... Read more Andrew T. Doughty, CFP® Director of Investment Implementation Andrew T. Doughty, CFP®, joined the firm in 2013. Andrew oversees the implementation of client investment decisions, research on specific investments, and research on historical investment performance. He brings extensive knowledge and... Read more Have a Question? Name Email Question Thank you! Oops!