Our Team
Meet Our Expert Team Members
Our mission is to protect and enhance our clients' financial well-being. We have a tradition of building a bright, highly professional team dedicated to sound financial judgment, strong family values, and the ability to care daily for our clients, our staff, our families, and our community.
Rob Wrubel, CFP®, AIF®, AEP®
President
Kenneth M. Beach
Co-founder and Managing Director
Theresa Brock, AIF®
Vice President, Investments
Fermin Padilla
Vice President, Investments
Scott Rethi, CSSCS
Senior Registered Client Associate
