About Us

Mike Bock | Financial Advisor

Before embarking on a career in the financial services industry in 1995, Mike Bock was a small business owner. He operated numerous businesses in the flooring, real estate and rental properties industries, and in the IT sector. Learn more…

Kathleen Bock | Licensed Assistant

As part of the team, Katie provides various kinds of support in the role of Licensed Assistant from preparing business correspondence to providing excellent customer service. Learn more…