About Us

In 1994 David started a bank division for The ROCK Financial Group that assisted community banks in offering their customers financial products and essential tools for complete financial planning, thus resulting in a harmonious relationship between bank, customer and financial advisors. 

Our Values Guide Our Business:

Integrity

Nothing gives our team greater pride than helping you create a better lifestyle and financial situation for your future. All of our recommendations are made using objective advice and customizable wealth management strategies so that you know your best interests are always placed first.

Faith

We use and trust our faith everyday to help us advise and inspire others. It is our mission to aid you in finding a better financial future and offer you a team of advisors willing to listen and understand your dreams.

Commitment

Our team is here for you during every step of your financial journey. You can count on us to see you through every obstacle on your way to pursuing your financial and investment goals. We’re committed to giving you the greatest experience and advice imaginable.