Fairfield, IA – July 13, 2022 – Cambridge congratulates financial professionals James Wessels, CPA/PFS, CFA, of Vision Financial Group and Steve Nearman of Nearman Financial Consulting, Inc. for receiving honorable mention in the 2022 Invest in Others Charitable Foundation Awards. An Invest in Others judging panel evaluated hundreds of candidates and selected a group of finalists and 15 honorable mentions in each of five nomination categories. Winners will be announced on September 29 at an award ceremony in Boston.
Invest in Others recognizes the philanthropic achievements of financial professionals and financial firms in communities around the country. The awards program is in its 16th year, and honors nominees for their leadership, dedication, and charitable contributions. The program features five award categories: Catalyst, Community Service, Emerging Impact, Volunteer of the Year, and Lifetime Achievement.
Wessels and Nearman each received $1,750 for their chosen charities. Wessels was named an honorable mention in the Lifetime Achievement category, which recognizes financial professionals who have made a profound contribution to a non-profit organization over a period of at least 20 years. Nearman was named an honorable mention in the Catalyst category, which recognizes financial professionals who have sparked positive change and displayed entrepreneurial leadership to a nonprofit organization for at least three years.
Wessels is a partner and financial advisor at Vision Financial Group in Des Moines, Iowa. He is representing Central Iowa Shelter & Service, where he serves on the Board of Directors as treasurer. Central Iowa Shelter & Service provides low-barrier shelter, meals, and support services at no cost to adults experiencing homelessness. The shelter was founded in 1992 after a group of five men died sleeping outside one frigid night in Des Moines. All guests and residents are provided evening and breakfast meals, access to shower and laundry facilities, a weekly medical clinic, group counseling, life skills instruction, and more.
Nearman is the President and CEO at Nearman Financial Consulting, Inc. in Plymouth, Massachusetts. His selected charity is The Great Blizzards of Massachusetts, a hockey program he founded in 2019 to support athletes with cognitive or developmental disabilities who aren’t able to play elsewhere. The program teaches the fundamentals of the game and features friendly, experienced coaches.
About Invest in Others Charitable Foundation
The inspiration for the Invest in Others Charitable Foundation came directly from financial advisors who invest in others by giving back to their communities with overwhelming generosity and dedication. Since its founding in 2006, Invest in Others has amplified these efforts by providing a platform for advisors and other financial professionals to increase awareness, visibility, and funding to their favorite nonprofits. For more information, visit investinothers.org or follow Invest in Others on Twitter, LinkedIn, and Facebook.
About Cambridge
Cambridge Investment Group, Inc. is a financial solutions firm focused on serving independent financial professionals and their investing clients. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Cambridge continues to be a multi-year honoree as a top workplace1 and broker-dealer2 of the year.
Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080
1The Top Workplace in Iowa, 2020 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.
2Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly owned subsidiaries of Cambridge Investment Group, Inc.
Media & PR Contacts
Please contact Cambridge’s Public Relations Team at publicrelations@cir2.com for news media inquiries, executive speaking engagements, industry sponsorship opportunities, media planning, and community involvement.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.