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.
![Rob3 Rob3](https://ciginc.net/wp-content/uploads/2024/02/Rob3-200x300.jpg)
Rob Wrubel, CFP®, AIF®, AEP®
President
![Ken3 Ken3](https://ciginc.net/wp-content/uploads/2024/02/Ken3-200x300.jpg)
Kenneth M. Beach
Co-founder and Managing Director
![Theresa2 Theresa2](https://ciginc.net/wp-content/uploads/2024/02/Theresa2-200x300.jpg)
Theresa Brock, AIF®
Vice President, Investments
![Fermin3 Fermin3](https://ciginc.net/wp-content/uploads/2024/02/Fermin3-200x300.jpg)
Fermin Padilla
Vice President, Investments
![Dana2 Dana2](https://ciginc.net/wp-content/uploads/2024/02/Dana2-200x300.jpg)
Dana M. Capozzella
Chief Compliance Officer/
Operations Manager
![Scott3 Scott3](https://ciginc.net/wp-content/uploads/2024/02/Scott3-200x300.jpg)
Scott Rethi, CSSCS
Senior Registered Client Associate
![Kiersten2 Kiersten2](https://ciginc.net/wp-content/uploads/2024/02/Kiersten2-200x300.jpg)
Kiersten Steel
Client Associate
![Nate2 Nate2](https://ciginc.net/wp-content/uploads/2024/02/Nate2-200x300.jpg)
Nathaniel Utter
Security Liaison / Office Assistant
/ Client Associate
![Kate2 Kate2](https://ciginc.net/wp-content/uploads/2024/02/Kate2-200x300.jpg)
Kate Beach
Office Assistant