Richard Brock, MS, CFO
Partner, Portfolio Manager
rbrock@crownmail.net

Richard is a founding member of The Wellstone Group and Portfolio Manager. His responsibilities include oversight of the firm's portfolio management team and meeting with clients to review their portfolios and present recommendations. Richard is also the firm's Chief Financial Officer and Branch Manager. Richard began his career in the financial management field in 1987 and has focused on managing portfolios for most of his career.

Born in Los Angeles and raised in California, Richard earned his Masters of Science in Mathematics from California State University, Los Angeles in 1969. Prior to beginning his career in the financial management field, Richard was a software engineer and software engineering manager for a number of companies including General Electric's aerospace division and Intel.

Richard is a Registered Representative and Registered Principal with Crown Capital Securities, L.P. and holds Series 7, 24 and 63 licenses. Richard is currently studying to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.

Richard and his wife Judy have been married since 1965 and have one daughter, Barbara, and three grandchildren. Richard and Judy attend Greater Portland Bible Church. In addition to enjoying his grandchildren, Richard's hobbies include fishing, classical music and model airplanes.