Rob Wrubel

Money captured my attention early. As a kid, I kept a small tin safe on my dresser, feeding it with spare change until I had enough to take to the bank. I loved watching the balance grow and seeing interest added every month. That fascination with how money works never left me, though it took time to realize it could be more than a hobby.

Financial planning is my second career. I was drawn to it because it brings together what matters to me: investing, working directly with people to help them reach goals and being an entrepreneur. Not long after I started in 2001, a client taught me something that changed the way I see this work. Money is not just dollars and math. It is the purpose of money that matters and that the goal of financial success is to support a great life.

At Cascade, I enjoy working with individuals, nonprofit organizations and businesses on financial planning and helping bring the financial tools of investments, retirement accounts, endowments, charitable planning and risk products to help clients create financial capacity so they can focus on the lives they want to live.

Along the way, I developed an area of competence in working with families with a special-needs member. My middle daughter has Down syndrome. I wrote Financial Freedom for Special Needs Families and 30 Days to Your Special Needs Trust to help families like mine move from fear of the future to protecting benefits and creating resources to fund a fulfilling future for all their family members. I speak regularly to family organizations and professional groups serving people with developmental disabilities. 

I grew up in a town of 5,000 people in New Jersey, six miles from New York City and graduated from Wesleyan University. Today I live in Colorado Springs and look at Pikes Peak every morning on my way to work. When I am not working, I am active and enjoy hiking, running trails and playing squash. 

I am committed to this community. I have served as Vice President of the Pikes Peak Community Foundation board, President of the Cheyenne Village board, President of the Board of Directors for CASA of the Pikes Peak Region, Treasurer for Ronald McDonald House Charities of Southern Colorado, and as a board member of the Colorado Springs Down Syndrome Association, the Colorado Fund for People with Disabilities, and The Children’s Hospital at Memorial Hospital’s Parent Advisory Committee. I was also involved in the campaign to restore the Pikes Peak Library District’s historic Carnegie Library. These organizations change lives, and I am grateful to support them.