Cascade Investment Group, Inc.

Fermin Padilla is a financial advisor at Cascade Investment Group, Inc. in Colorado Springs, CO, with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. from 2013 to 2019. Cascade Investment Group, Inc. serves individual clients, pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities, offering portfolio management, financial planning, and related advisory services. The firm employs a blend of fundamental, technical, and charting analysis combined with asset allocation and manager selection, managing accounts through discretionary or non-discretionary programs.

Robert Wrubel is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with Cascade Investment Group, Inc. since 2007. Wrubel serves as a voting board member on the Eastern Colorado Bank Advisory Board. Cascade Investment Group, Inc. provides portfolio management, financial planning, and advisory services to individuals, pension plans, charitable organizations, trusts, estates, and businesses. The firm uses a combination of fundamental, technical, and charting analysis alongside asset allocation and manager selection, offering a range of investment products including mutual funds, ETFs, alternatives, and cryptocurrency.

Carson Young is a CFP® and Series 65-licensed advisor with two years of industry experience, currently with Cascade Investment Group, Inc. in Colorado Springs, CO. His prior roles include positions at Future Capital Management and Rick Payne CPA and Associates. Cascade Investment Group, Inc. serves individual clients, pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities, offering portfolio management, financial planning, and related advisory services. The firm uses a blend of fundamental, technical, and charting analysis and provides access to a range of investment products including mutual funds, ETFs, alternative investments, and cryptocurrency.

Kenneth Beach is a financial advisor with Cascade Investment Group, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Cascade Investment Group since 1996. Cascade Investment Group serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities. The firm combines fundamental, technical, and charting analysis with asset allocation and manager selection, managing portfolios on both discretionary and non-discretionary bases and offering a range of investment products including mutual funds, ETFs, alternative investments, and cryptocurrency.

Theresa Brock is a financial advisor at Cascade Investment Group, Inc. in Colorado Springs, CO, holding a Series 66 designation with 13 years of industry experience. She has been with Cascade Investment Group since 2010. Cascade Investment Group, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities, offering portfolio management, financial planning, and related advisory services. The firm employs a blend of fundamental, technical, and charting analysis alongside asset allocation and manager selection, managing accounts through discretionary and non-discretionary programs.