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Finances don’t have to be stressful. At Schrock Financial, we believe that finances should be discussed around a table, not dictated from behind a desk.

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The Schrock Financial Philosophy

You may have heard that money can’t buy happiness. However, it is difficult to live the best version of yourself if you’re unable to find peace in your financial situation. Our goal is to work with you to identify strategies that are not only correct from a financial standpoint, but also feel right at an intuitive level.

A Team You Can Trust

Meet Dale, Melissa and Carrie.

With backgrounds in economics, engineering and banking, we have a wide range of skills to look at your complete financial picture.

The Schrock Financial Team

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Get in Touch

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member of FINRA/SIPC. The LPL Financial registered representative associated with this website may only discuss and/or transact securities business with residents of the following states: DC, FL, TX, VA, WV.

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