About us
Pathway asset and tax advisory
At Pathway, we know you are the kind of person who wants to be free to enjoy the experience of life.
In order to be free to enjoy the experience of life, you need an advisor that understands you, your goals and how all the financial pieces fit together. The problem with most advisors is they only see one part of the puzzle – the one they specialize in – and fail to look at the whole picture which makes you feel worried and sometimes, out of control.
We believe you should have one person, one single professional who can be your trusted advisor and who can truly understand what matters most to you and help you to execute a plan for making your goals a reality.
BROCK WEAVER
FOUNDER & PRESIDENT
Brock is a financial strategist who helps successful individuals and business owners navigate excessive taxes and regulation in search of income and ultimately peace of mind. With a background in corporate auditing, individual and business income tax as well as entrepreneurship he provides a unique skill set to approach today’s financial challenges. Brock graduated from Indiana University in May 1991 with a degree in accounting. He received the designation of a Certified Public Accountant™ (CPA) in September 1995, and became a Certified Financial Planner (CFP®) in January 2000. Brock holds life insurance as well as Series 7 and 65 securities licenses. He and his wife Angela are originally from Elkhart and enjoy traveling and spending time with their family including four adult children.
KRISTA JAY
Client Relations Manager
Administrative Assistant, office manager. Krista has been with Pathway Asset for 5 years. She manages all of the front office tasks, communicates with clients and vendors and keeps things moving in the correct direction. Krista lives in Michigan with her husband and daughter with whom she enjoys spending her free time.
Memberships & Assocations
Registered Representative, securities and advisory services offered through Harbour Investments, Inc., a broker-dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.
Securities and Advisory Services offered through Harbour Investment, Inc. Pathway Asset & Tax Advisory & Harbour Investments are not Affiliated. Harbour Investments does not offer tax services.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, FL, IL, IN, MI, NM, NC OH, SC, TN, TX. No offers may be made or accepted from any resident outside the specific states referenced.
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