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.
Kenneth M. Beach
Co-founder and Managing Director
Craig S. Ralston
Co-founder
Rob Wrubel, CFP®, AIF®, AEP®
President
Theresa Brock, AIF®
Vice President, Investments
Fermin Padilla
Vice President, Investments
Dana M. Capozzella
Compliance Officer/
Operations Manager
Scott Rethi, CSSCS
Senior Registered Client Associate
Nathaniel Utter
Security Liaison / Office Assistant
/ Client Associate
