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Cascade Investment Group

Specializing in financial and tax planning, risk and portfolio management.

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    • Kenneth M. Beach
    • Craig S. Ralston
    • Rob Wrubel, CFP® AIF® AEP®
    • Theresa Brock, AIF®
    • Fermin Padilla
    • Dana M. Capozzella
    • Scott Rethi, CSSCS
    • Nathaniel Utter
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Our People

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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.

Kenneth M Beach

Kenneth M. Beach
Co-founder and Managing Director

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Craig S Ralston

Craig S. Ralston
Co-founder

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Robert Wrubel, CFP®, AIF®

Rob Wrubel, CFP®, AIF®, AEP®
President

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Theresa Brock, AIF®
Vice President, Investments

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Fermin Padilla
Vice President, Investments

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Dana M. Capozzella

Dana M. Capozzella
Compliance Officer/
Operations Manager

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Scott Rethi, CSSCS
Registered Sales Associate/
Marketing Coordinator

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Nathaniel Utter
Office Assistant/
Sales Associate

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Phone: 719-632-0818
Toll-free: 800-984-9074
Fax: 719-632-0887

444 East Pikes Peak Avenue
Suite 200
Colorado Springs, CO 80903
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Cascade Investment Group, Inc. is a dully registered broker-dealer and registered investment adviser. Advisory services are only offered to clients or prospective clients where Cascade Investment Group, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cascade Investment Group, Inc. unless a client service agreement is in place.

© 2023 Cascade Investment Group · Member SIPC/FINRA

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