Brockton J. Somsen, CFP^®, ChFC

Brock works closely with the planning team to ensure seamless implementation and maintenance.  He is a CERTIFIED FINANCIAL PLANNER^TM practitioner with a broad knowledge of investments and taxation.  Brock’s experience, strong organizational skills and strong people skills combine to make him a natural for his role managing plan implementation.

Brock joined the firm in 2011 after five years with Edward Jones.  In additional to his many years of experience, he holds a B.S. in Business from Arizona State University’s W.P. Carey School of Business.

When not in the office, Brock enjoys the outdoors, multiple sports, and spending time with his two sons, Blake and Hunter.