Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the spirit of Cambridge. Join our host, Cambridge President and CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Cambridge Stronger was recently named one of four WealthManagment.com Industry Award finalists in the category of Thought Leadership! Click here to learn more about the award and how our podcast is making an impact in the financial services industry.
Brandon Plattner of Plattner Asset Management
BJ Carter and Drew Jauron of Cambridge
Andrea Shafer of Cambridge
Mark Trice of ClearVista Financial
Megan Bynum of Harvest Wealth Group
Peter Bacchiocchi of G9 Financial and Peggy Haslach of Finity Group
Richard Torgerson of SharePower Responsible Investing
Aaron Witten of Witten Financial Services
Nick Graham, Executive Vice President and Chief Technology Officer of Cambridge
Susan Sukys of Mosaic Financial Group
Zach Hager of The Professional Alliance
Shanna Tingom of Heritage Financial Strategies
Von D. Cook II of Client Centric Advisors
Connie Bettis of Paradise Wealth Advisors
David Nelson of NelsonCorp Wealth Management
Shannon Mehls of Ohrenda
Dan Harriman of Harriman Financial and Independent Financial Professionals
Brian Duncan of Duncan Financial Group
Peter Mersberger of Mersberger Financial Group, Inc.
Lisa Sappenfield Boyer of Boyer and Sappenfield Investment Advisors
Mike Merrill of Finity Group, LLC
Cody Phelps of Jordan Creek Financial Solutions
Kevin Komar of ko-advisors
Josh Schwartz of Retirement Plan Advisors
Armond Croom of Croom Financial
Kit Lancaster of Sterling Edge Financial
Kim Gaxiola of TechGirl Financial
Dawn Baker of Baker Wealth Management
John Fenwick of Preferred Partners
Rhett Jeppson of Investment Management Consultants
Christina Lindsey Orta of Lindsey & Lindsey Wealth Management
Rocco Scarsella of RWS Financial Group
Aprilyn Chavez Geissler of Gateway Insurance and Financial Services
Brent Shimman of S&D Capital
Mike Woods of Stocker Woods Financial
Sean Williams of Sojourn Wealth Advisory
Tom Bode of Bode Financial Group
Bob Pugliese of Premier Wealth Management
Kristen Hafner of Financial Moxie
Greg Raines of TAG Advisors
Gary McPherson of McPherson Financial Partners
Ray Castaldi of Castaldi Financial Solutions
Michael Curtis of Curtis Financial Services
Mark Mitchell of Retirement Plan Advisors
David Wheat of Axiom Advisors
John Rathbun of Graf & Company Financial Management
Ed Kohlhepp, Jr. of of Kohlhepp Investment Advisors, LTD
Parker Consaul of Pivotal Financial
Kay Knuth of Knuth Financial Life Planning
Scott Marshall of Marshall Grezlak
Eric Schwartz of Cambridge
Eric Schwartz of Cambridge
Jimmy Williams of Compass Capital Management
Denny Gustin-Piazza of WealthPlanners
Shane Westhoelter of Gateway Financial Advisors
Armond Croom of Croom Financial, and Gary McPherson of McPherson Financial Partners
Wendy John of Fidelity Investments
Jim Regitz of Newport Advisory
Karl Elsass of Elsass Financial Group
Steve James of Summit Financial Solutions
Monte Ferguson of Pivotal Financial Advisors
Wanda Delgado of Insight Financial Advisors
Lisa Heath of Financial Partners of Louisiana
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