CoverProfile

Theresa Brock

Vice President, Investments

Cascade Investment Group

United States, Colorado, Colorado Springs

About Me

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 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 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 Univer
View more

Profile Information

Vice President, Investments

Cascade Investment Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Colorado Springs

Colorado

United States

May 15, 2024

More profiles to browse

KB
Kenneth Beach
Managing Partner, President
Profile Photo
Rob Wrubel
President
Profile Photo
Dana Capozzella
Chief Compliance Officer / Operations Manager
Profile Photo
Alan Heuberger
Senior Investment Manager

You Might Like

KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services