B.A. Schrock Wealth Management

Daniel Oaklief is a financial advisor with B.A. Schrock Wealth Management, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at B.A. Schrock Wealth Management since 2020 and previously held positions at Equitable Advisors, LLC and Axa Advisors, LLC. B.A. Schrock Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by providing discretionary asset management, modular financial planning, and introductions to third-party money managers. The firm emphasizes value investing combined with strategic and tactical asset allocation, utilizing fundamental, technical, and cyclical analysis to manage portfolios primarily through TD Ameritrade custodial platforms.

Joseph Rodella is a Series 65-credentialed advisor at B.A. Schrock Wealth Management with three years of industry experience. He has worked at B.A. Schrock Financial Group and B.A. Schrock Wealth Management since 2022. Outside of financial services, he has experience at CoverMyMeds, Randstad, and Maxim Healthcare Services. B.A. Schrock Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management and modular financial planning. The firm’s investment approach blends value investing with strategic and tactical asset allocation, utilizing fundamental, technical, and cyclical analysis.

Keith Lockwood is a financial advisor at B.A. Schrock Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Axa Advisors and AE Wealth Management. In addition to his advisory role, he is involved in insurance sales through an affiliated agency. B.A. Schrock Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by providing discretionary asset management, modular financial planning, and introductions to third-party money managers. The firm employs a value-investing approach combined with strategic and tactical asset allocation, utilizing both long-term and shorter-term positions alongside fundamental, technical, and cyclical analysis.

Benjamin Schrock is a Series 65-licensed advisor with nine years of industry experience. He is the owner of B.A. Schrock Wealth Management, where he has worked since 2019, and previously worked at AE Wealth Management from 2016 to 2019. Outside of advisory services, he owns B.A. Schrock Financial Group, providing insurance-based products such as annuities and life insurance. B.A. Schrock Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management and modular financial planning. The firm integrates asset management and written financial planning into a single program, employs a value-oriented investment approach with strategic and tactical asset allocation, and offers occasional public seminars on financial planning topics.

Colleen Goodwillie is a CFP® and Series 65-licensed advisor with 11 years of industry experience. She has worked at B.A. Schrock Wealth Management since 2019 and previously held roles at AE Wealth Management and Global Financial Private Capital. She also provides insurance-based products, including life insurance and annuities, through B.A. Schrock Financial Group. B.A. Schrock Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management and modular financial planning. The firm emphasizes value investing combined with strategic and tactical asset allocation, integrating fundamental, technical, and cyclical analysis in managing portfolios.