Theresa Brock, AIF^®

Vice President, Investments

Check the background of this investment professional on FINRA BrokerCheck

Theresa Brock has 14 years of experience in the financial industry. She works with individuals, families, nonprofits and businesses on financial planning, college savings, investing, estate planning and business retirement plans. She joined Cascade Investment Group in 2010 and worked in client relations, marketing, and financial planning before becoming Vice President, Investments.

Theresa holds the Accredited Investment Fiduciary® (AIF®) designation from Fi360.

Theresa is a 15-year resident of the Pikes Peak Region where she lives with her husband and daughters. In her leisure time, Theresa enjoys hiking, traveling and volunteering in her community. She graduated from St. Cloud State University and earned her BS in International Business.

 

Professional Licenses:

• Series 7 licensed as Full Registration/General Securities Representative by the Financial Industry Regulatory Authority (FINRA)
• Series 66 licensed as Uniform Combined State Law Examination by the Financial Industry Regulatory Authority (FINRA)
• Insurance license for Accident and Health, Life and Variable Products
• Certification in Long Term Care Insurance