Theresa Brock

Since 2007, I have built my practice on a simple belief: truly personalized financial advice begins with understanding the person behind the portfolio.

While many advisors focus primarily on numbers, I begin by listening to each client’s story. Over the years, I have found that most people carry a “first money memory” — an early experience that often shapes their financial perspective for a lifetime.

One of the most rewarding aspects of my career is partnering with clients through life’s most meaningful milestones — sending a child to college, launching a business, or transitioning into retirement. These moments represent far more than financial achievements; they are deeply personal milestones worth celebrating.

I live in Monument, Colorado, with my husband and our two daughters. Being a military spouse has taught me the importance of adaptability, resilience, and perspective. Those experiences allow me to help clients navigate changing priorities and life transitions with confidence and clarity.

I graduated from St. Cloud State University and hold the Accredited Investment Fiduciary (AIF®) designation through FI360. I also hold Series 7, 66 and 28 registrations.