Our People
It is Our Mission to protect and enhance our client’s financial well-being. It is Our Tradition to build a bright, highly professional team that is dedicated to sound financial judgment, strong family values and the ability to daily care for our clients, our staff, our families, and our community.
Rob Wrubel, CFP®, AIF®, AEP®
President
Kenneth M. Beach
Co-founder and Managing Director
Theresa Brock, AIF®
Vice President, Investments
Fermin Padilla
Vice President, Investments
Dana M. Capozzella
Chief Compliance Officer/
Operations Manager
Scott Rethi, CSSCS
Senior Registered Client Associate
Kiersten Steel
Client Associate
Nathaniel Utter
Security Liaison / Office Assistant
/ Client Associate
Kate Beach
Office Assistant