Jim Brock is a graduate of the University of Vermont with post-graduate studies in Tax and Estate Planning, Business Transfer Planning, Executive and Employee Benefit plans. He earned his Chartered Financial Consultant (ChFC) from the American College as well as his Chartered Life Underwriter (CLU) designation and is a Registered Investment Advisor.

He is the Managing Director of Kristal, Brock, Reuscher Insurance Services, Inc. and the President of Raub Brock Capital Management, Inc., a fee only investment advisory firm.

A long-standing member of the community, Jim served on the Board of Directors for the Sonoma County Community Foundation and the Mill Valley Schools Foundation.

Jim integrates over 35 years of experience in the securities industry with more than three decades of work in developing retirement, employee benefit and insurance plans for closely held businesses and their owners.

Jim’s education and business experiences allow him to offer a seasoned perspective on the financial needs and concerns of KBR clients.