Team

Zach Dockman

Zach Dockman has been in the financial service industry for over ten years. During the course of his youth, he gained deep insights into investing and investor psychology as his parents owned a financial planning firm. Utilizing this experience and knowledge, Zach built a successful financial planning practice over the last ten years. Specializing in building portfolios for high-net worth clients and managing Investment Policy for company retirement plans, Zach’s view of return and risk has been an asset to those who have worked with him. Zach has worked for Wells Fargo Advisors, Benjamin F. Edwards & Co., and RPSG, his own benefits consulting firm. As a founding member of Stone Park, he focuses his efforts on capital raising for emerging investment managers and selective M&A transactions. Zach is a graduate of the University of Kansas.

Pat Dolan

Pat Dolan has worked in the Financial Services industry over thirty-five years dealing in a broad range of securities and strategies. He is affiliated with Ecoban Securities, a FINRA registered Broker/Dealer, and is a Partner with Innovative Business Advisors, LLC, a consulting and business brokerage firm. Along with his experience in the Capital Markets, Pat has experience as an entrepreneur, having started two companies in the financial services industry: eBond.com and Bellerive Capital Management, and most recently, serving as Chief Executive Officer of SmartCare Consultants, a healthcare technology start-up venture. He holds a Master of International Management (MIM) degree from Thunderbird, the American Graduate School of International Management, has been married over forty years, has three sons, and enjoys golf, personal training, and cycling.

Brian Moore

Brian began his career as a management strategy consultant with IBM Global Business Services specializing in finance transformation and corporate strategy projects. Spending time in the automotive, industrial and financial services sectors, Brian developed his skills as a finance process and technology specialist as well as a manager of integration teams both in the U.S and abroad. He currently sits on the international board of Boys Hope Girls Hope. Mr. Moore earned his bachelor's degree from Saint Louis University with a concentration in Finance.

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