Faculty Member

Alex Brockbank

Biography

I am a proud UVU Alum having graduated from the Personal Financial Planning program back in 2017 (and things have come full circle as this is the same program where I now teach). A few years after completing my Bachelor Degree, I decided to pursue further education at Texas Tech University (where I began a Master's Degree, and completed my Ph.D.).

While completing my Dissertation, I moved back to Utah and began working as a Visiting Assistant Professor at UVU and also to finish my Masters Degree here (I completed my TTU Doctoral Degree simultaneous with the Master of Financial Planning Analytics degree at UVU while teaching full time).

Between my time at UVU (undergrad) and TTU, I spent a few years working in the financial planning industry at Frandsen Morrill Advisors, a small local firm here in Utah where I served as the Director of Operations. In that role I managed client accounts, served as a compliance officer, and managed other employees and interns.

On a more personal note, I have been happily married to my wonderful wife since 2017. She is originally from California and is also a Wolverine alum, having graduated from the ASL program. We met while finishing up our degrees at UVU and were married in December of that year. We have three amazing and rambunctious children (Lola, age 6; McKenna, age 4; and Coulson, age 2). We love spending time with our kiddos while swimming, singing, playing in the back yard, and the occasional park or zoo visit.

Education

Master of Financial Planning and Analytics, Utah Valley University, 2023
PhD, Texas Tech University, 2023

Major: Personal Financial Planning

BS, Utah Valley University, 2017

Major: Personal Financial Planning

Teaching

FIN 6300

Income Tax Planning, Fall 2025

FIN 3060

Introduction to the PFP Profession, Fall 2025

FIN 1060

Personal Finance, Fall 2025

FIN 5300

Tax Planning for Personal Financial Planners, Fall 2025

FIN 6800

Financial Planning Capstone and Case Analysis, Summer 2025

FIN 5800

Personal Financial Planning Capstone, Summer 2025

FIN 1060

Personal Finance SS, Spring 2025

FIN 1060

Personal Finance SS, Spring 2025

FIN 1060

Personal Finance SS, Spring 2025

FIN 6350

Retirement Income Planning, Spring 2025

Presentations

Brockbank, Alex (Presenter & Author), Kalenkoski, Charlene (Author Only), American Council on Consumer Interests, "Financial Advisors and Cryptocurrency", ACCI, Clearwater, FL. (May, 2022)

Scholarly/Creative Works

Brockbank, Alex , "Is Using a Financial Advisor Related to Cryptocurrency Investment?" . Financial Services Review.
Brockbank, Alex , "Is Human Capital Investment Related to Retirement Preparedness?" . Journal of Personal Finance.