Experience

My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family’s long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.

Brock Hooper assists private ultra-high net worth families in complex legacy planning. Brock has performed tailored wealth planning for high-net-worth and ultra-high net worth clients since he began his career in the financial services industry in 2012.Brock is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He graduated from Vanderbilt University in Nashville, TN with a degree in Human and Organizational Development with a concentration in Economics in 2012.

Kayla Weibel has been an Assistant Vice President since 2017. Before that, she spent 5 years in the investment industry near her hometown outside of Pittsburgh, PA. Kayla works as the team’s Relationship Manager and focuses on enhancing client relationships, providing clients with personalized advice, while serving as a key point of contact for all our client’s needs. Kayla is a Chartered Retirement Planning Counselor™ designee, awarded by The College for Financial Planning Institutes Corp. She graduated from Youngstown State University in Youngstown, Ohio with a degree in Business Management. When Kayla is not servicing her clients, she enjoys spending time outdoors with her husband, Joey, and their two children, Joey and Malia.

Cathy Baron began her career in the investment industry in 2018, working for a small investment firm located in Nashville, TN. Cathy focuses on all our client's administrative needs. She graduated from The University of Mississippi in Oxford, Mississippi with a degree in Journalism. When Cathy is not servicing clients, she enjoys traveling and spending time with her husband, Jake, and golden retriever, Charlie.