Broker Check

Our Core Values

1. Unbiased and Objective Advice

We chose to work with an Independent Investment Firm, Cambridge Investment Research, for two reasons:

a) Since Cambridge does not have their own insurance or investment products, we are truly objective in the advice we give and the products we recommend. We specialize in analyzing institutional money managers and are committed to bringing the best Investment Teams to our clients based upon their risk tolerance and values. We have relationships with numerous investment companies to help serve our clients in the best way possible.

b) Cambridge Investment Research, Inc., member FINRA/SIPC, is an independent, privately owned financial firm with about 2,000 independent registered representatives and over $40 billion assets under management. They have a service-oriented culture that is driven by their core values of integrity, commitment, flexibility, and kindness. These core values have served them well for nearly 30 years. Cambridge has been named Investment Advisor Magazine’s Independent Broker/Dealer of the year* seven different times ( 2014, 2013, 2012, 2010, 2008, 2007, and 2003.)

*Click here to see why INDEPENDENCE is important to you and me!

2. Life Planning

Before we make any investment recommendations, we want to get to know you, your goals, and what is important to you! We follow our Client 360 Planning approach to understand your goals, and we will work with you and your Trusted Financial Team, to create a Financial Plan that matches your Life Goals. This will help you organize all aspects of your financial life, not just your investments.

*Click here to learn more about the Client 360 Planning

3. Service Commitment

We strongly believe that excellent customer service is the backbone of any relationship. Therefore, we always try to return any questions the same day or within 24 hours.

Interest Aligned

We prefer to work with our clients through an transparent relationship. There will be no surprises – we will develop and agree to a fee schedule up front so you know exactly what you are paying for. Our focus is on our clients goals due to the fact we don't get paid more to use one Investment Company over another. Our goal is to represent each client’s needs and grow their portfolio, because when they do well, we do well.

Investment Advisor magazine, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. Visit