Meet the Team
PETER BLOK, CFP®
Lead Financial Advisor
Peter serves as President and Lead Financial Advisor to a select number of clients seeking a financial planning strategy that is better insulated from those events that are out of our control, such as financial market volatility, political and economic uncertainty.
Peter has specialized in financial and investment planning since 1998. Peter received his BBA degree in Accounting from James Madison University. He holds his Securities 6, 7, 63, and 65 registrations as well as a life and health insurance license. Peter also maintains a Certified Financial Planner designation.
Peter is a member of the Financial Planning Association, a proud supporter of the Light The Night fundraising arm of the Leukemia & Lymphoma Society, and plays many leadership and philanthropic roles through Whitford Country Club and its Charitable Foundation.
In his limited spare time, Peter enjoys playing tennis, golf, skiing, traveling, and building a lifetime of memories with his wife Amy, daughter Libby, and son Charlie.
Mark joined the Blok Financial team in October 2012. He enjoys the partnership he shares with his clients in developing and implementing plans designed around their life needs and goals.
Mark received a Bachelor of Business and Economics degree from Wheaton College in Illinois and has worked in the investment management and client relationship field since 1995. He holds the Securities
Series 7, 63 and 65 registrations as well as his life health insurance license.
Mark is extremely grateful for his wife, Nelah, and their three children, Joseph, Nina, and Sophia and deeply enjoys the family time they’re able to spend together.
and Operations Manager
Jill joined the Blok Financial team in April 2019 as the Client Experience and Operations Manager. In this position, Jill helps retain and improve our clients' experience through event planning, account administration, and coordinating client reviews. She holds a BA and Ph.D. from the University of Pennsylvania.
Jill is the co-captain of a cycling team that supports local cancer charity events such as the American Cancer Society Bridge to Beach ride and Chester County Cancer Challenge ride.
Off the bike, she enjoys raising her three teenage daughters, Caroline, Catherine, and Victoria.