Rock joined the firm in 1999, where he specializes in the use of life insurance for estate planning, business succession, and executive compensation strategies. He has worked in the financial services industry since 1982, when he joined Planned Futures Incorporated. In 1995 he became President of Planned Futures. Rock is a past Director of Wintrust Financial Corporation, and he is also on the fundraising committee for The Hope Foundation for Autism and Epilepsy. Rock and his wife, Beth, have three children and live in Northfield, Illinois.

Education: B.A., Business and Marketing, University of Indiana; Massachusetts Mutual Business and Estate Planning School.

Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.

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