MATTHEW BROCK, CFP®
Chief Compliance Officer
Certified Financial Planner Practitioner®
Matt began his career helping clients manage their investments and finances in 2003. After several years of building a successful practice within a large national firm Matt and his business partner, Ara, decided to start their own independent investment advisory and financial planning firm.
Matt was born and raised in Southern Virginia and attended Hampden Sydney College where he earned a degree in Economics and Mathematics. He now resides in Loudoun County, VA with his wife Natalie and their daughter Mila. He holds various licenses and designations including the Certified Financial Planning Board of Standards’ CFP® certification making him a CERTIFIED FINANCIAL PLANNER™ practitioner.
Matt is a coffee enthusiast, an amateur hand tool woodworker and an avid reader. He stays in shape by doing CrossFit. Matt enjoys spending free time with his wife and family in the Outer Banks of North Carolina (where he was also married).