Our Leadership Team

Jared Brock is a Certified Financial Planner, series 7, 66 and insurance licensed. He has spent his career of over 21 years dedicated to serving clients with their finances. As a fiduciary advisor he takes a holistic, compressive approach with every client and delivers tailored recommendations based on each financial plan. With a background in tax, he specializes in advanced investment, estate and tax planning strategies.

 

Ryan Hill is a Financial Advisor. Ryan has passed the FINRA administered Series 7 (General Securities Registered Representative) and Series 66 Uniform Combined State Law Examination. In addition Ryan has also obtained his life and health insurance licenses. With his entrepreneurial background, Ryan has focused his investment advisor career on assisting individuals, families, executives of privately-held businesses and small-mid market owners navigate their financial lives, both personally and professionally. Ryan earned his Bachelor of Arts from DePaul University. Ryan values quality time with his family and volunteering with Habitat for Humanity. For fun Ryan enjoys sailing, fishing, camping, and hiking.

 

Together, Ryan and Jared have helped clients to coordinate a round table of advisors around their clients including CPAs and Estate attorneys to ensure prudent execution of financial plans and ensure communication between all parties.