Broker Check



Paul Brock


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...

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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...
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Brockton J. Somsen, CFP®, ChFC

Manager, Planning Implementation

Brock is a CERTIFIED FINANCIAL PLANNERTM practitioner with a broad knowledge of investments and taxation.  

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Steve Kluthe

Financial Advisor


Steve works closely with the planning team to facilitate goal documentation, fact-finding, implementation and maintenance. He especially enjoys working with business owners and professionals to help them simplify their life and work...
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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...
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