Brock Brady

Brock’s 20 years working as an independent financial advisor through companies such as Equitable, ING Financial Partners, VOYA & Cetera have given him broad exposure to the ways people can build wealth. During his time as a financial advisor, Brock was regularly awarded and recognized for performance, philanthropy, and consistency. His advising and coaching of business owners as they faced real-world business and life challenges, continues to provide insights he uses to coach his clients.

In his current advisory role, Brock assists business owners looking to create a successful transition plan to exit and retire. He also helps entrepreneurs wanting to buy businesses, by referral. Helping to source the right team of advisors for needs such as capital advisory, debt restructurings, tax planning, business planning, evaluations, succession, CRE acquisition financing, and insurance portfolios is what fills his cup. Brock is great at creating value for others through relationship connections. He has trusted contacts in a variety of industries including entertainment, cannabis, wine, information technology, service, medical, manufacturing, transportation, and finance.

Alongside being a connector for his network, Brock consults with business owners how to best cover SBA loans, buy/sell arrangements, key employee/golden handcuff programs, etc. for both life and disability insurances. He is a proud WSU Alum, graduating in 1999 with a BA in Public Relations & a BS in Sport Management. Brock currently holds his Life, Disability & LTC licenses and has previously held a Series 7 and 66.