• Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Cascade Investment Group

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

  • Home
  • About Us
    • Client Relationship Summary (Form CRS)
    • Regulation Best Interest
      (Reg BI)
    • About Us
    • Code of Ethics
    • Business Continuity
    • Privacy Statement
    • Dave Ramsey
  • Our People
    • Kenneth M. Beach
    • Craig S. Ralston
    • Rob Wrubel, CFP® AIF® AEP®
    • Theresa Brock, AIF®
    • Fermin Padilla
    • Dana M. Capozzella
    • Scott Rethi, CSSCS
    • Nathaniel Utter
  • Services
    • Wealth Management
    • Investment Advice
    • Financial Planning
    • Retirement Planning
    • Nonprofit Asset Management
    • Special-Needs Planning
    • Insurance Services
    • Social Security Retirement Planning
    • Business Retirement Plans
  • News
    • Events
  • Contact
  • FORM CRS
  • Client Login

Theresa Brock, AIF®

Theresa Brock, AIF®

Vice President, Investments

Check the background of this investment professional on FINRA BrokerCheck

Theresa Brock has 12 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 2011 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 an 12-year resident of the Pikes Peak Region where she lives with her husband and daughter. In her leisure time, Theresa enjoys hiking, traveling and volunteering in her community. She graduated from St. Cloud 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

 

 

 

Primary Sidebar

Contact Us

Phone: 719.632.0818
Toll-free: 800.984.9074
Contact Form

EMAIL NEWSLETTER

Sign up to receive email updates and to hear what's going on with our company!
  • Please check all that apply

Recent Posts

  • Tips on the Stimulus Payments

Blog Categories

  • Blueprints For Special-Needs Families by Rob Wrubel, CFP® AIF® AEP®
  • News
  • Wealth Notes by Rob Wrubel, CFP® AIF® AEP®

Upcoming Events

  1. 2021 Market Outlook Webcast

    January 19 from 8:00 am to 9:00 am

View All Events

Footer

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

90 South Cascade Avenue
Suite 1250
Colorado Springs, CO 80903
Contact Information

Get Directions

Recent Blog Posts

  • Tips on the Stimulus Payments
  • Taffy Pulling

Upcoming Events

  1. 2021 Market Outlook Webcast

    January 19 from 8:00 am to 9:00 am

View All Events

© 2021 Cascade Investment Group · Member SIPC/FINRA

  • Site Login
  • Privacy Statement
  • Contact