Brock Bowden

Brock has over 20 years of experience in the Investment industry. Brock has spent the past 12-plus years working as an independent investment advisor. He loves the ability he has to independently research and provide the best unbiased investment solutions for his clients. One of Brock’s strengths and specialties is the ability to help entrepreneurs plan for the future. His personal focus is on helping clients navigate the difficult path of selling a business and transitioning the proceeds of the sale in a tax efficient manner into a portfolio that meets clients’ future financial goals. He has developed a network of service providers to assist clients with all aspects relating to the divestiture of their businesses.

Brock started his career in the investment industry in 2002 at Zions Bank where he learned to appreciate the financial markets and the opportunity to help others work towards their investment goals. Throughout his years in the industry, what Brock has come to value most are the relationships he has established with his clientele. Always striving to do what is in the best interest of the people he genuinely cares for, he embraces the philosophy that each client does not fit into a “one-size-fits-all” approach.

Brock is from Ogden, Utah and graduated from Weber State University with a bachelor’s degree in business administration, and simultaneously completed the examination process for the Series 7 license. He currently holds his series 65, 63, and is insurance licensed.

Brock and his wife, Whitnie, currently live in Kaysville, UT with their three, young children. Outside of work, Brock enjoys golfing, hunting, coaching soccer and spending time with his family.