FAIRFIELD, IA – May 19, 2021 – Cambridge is pleased to announce the recipients of the eighth annual Jim Guy Memorial Scholarship. Each year the program honors the legacy of former Cambridge executive Jim Guy by awarding two $1,000 educational scholarships. The Cambridge Foundation would like to congratulate the following 2021 scholarship recipients:
Casey Kleemeier, son of Jason Kleemeier, who serves as a financial consultant at OneWealth. Casey has been actively involved throughout his academic career, being selected as a member of the National Honor Society and earning dual credit for taking courses through a local community college while in high school. He is also active in his community – volunteering his help at youth sports camps, participating in the Fellowship of Christian Athletes program, and assisting with other local service projects. Casey is currently a junior at Northwestern College.
Sara Rosenblum, Cambridge home office associate. Sara joined Cambridge in 2018, assisting the Human Resources and Accounting Teams during the summer. In 2020, she participated in The Next Step® internship program and later joined the Accounting Team as a part-time associate while continuing her educational journey. She has been actively involved throughout her academic career at Florida State University, where she is currently a sophomore. Sara is a member of the Association for Women in Mathematics, and her extracurricular activities include involvement in a sorority, church programs, and the Best Buddies organization.
The Cambridge Foundation would like to thank the Greater Jefferson County Foundation for their ongoing support of the Jim Guy Memorial Scholarship Program and for their important role in assisting with the selection process.
About Jim Guy
Jim Guy joined Cambridge’s executive group in 1999, and continued to lead his independent practice while providing senior executive leadership for Cambridge’s recruiting and marketing. Jim was instrumental in the early development of Cambridge’s fee-based programs, and he also focused on supporting and improving the independent financial professional’s business through practice management coaching, marketing initiatives, and product services. These scholarships allow us to remember our friend and colleague, share his passion for learning, and reflect a positive tribute to his memory by supporting promising college students.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control. 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 privately 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: Cindy Schaus, First Vice President, Cambridge: Cindy.Schaus@CIR2.com or 641.780.3954; or Molly Ryan, Account Executive, Cambridge: Molly.Ryan@CIR2.com
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.