Our Team

Meet Dale, Matthew, Melissa and Carrie.

One of the benefits of working with Schrock Financial is that we bring unique strengths to the table to help you reach your goals. With backgrounds in economics, finance, engineering, and banking, we have a wide range of skills to look at your complete financial picture.

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


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

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