FAIRFIELD, IA – October 29, 2021 – Cambridge recognizes independent financial professionals – Dawn Baker, John Fenwick, and Kim Gaxiola – as the 2021 Spirit of Cambridge Award honorees. Each year Cambridge honors three financial professionals for reflecting shared core values in the service they provide to their clients. Cambridge home office associates vote to select three award recipients from a pool of outstanding financial professionals who have been affiliated with Cambridge for at least 10 years. As part of the recognition for their contribution to culture, values and service, Cambridge makes a donation on their behalf to a charity of their choice.
Dawn Baker is the co-founder and chief operating officer (COO) of Baker Wealth Management, located in Charlotte, North Carolina. She joined Cambridge in 2010 and has more than 20 years of experience in the financial services industry. Baker selected Camp Gray Rock, a non-profit summer camp for girls and boys in Boone, North Carolina, for her charitable contribution.
John Fenwick is the founder and president of Preferred Partners, based out of Littleton, Colorado. He joined Cambridge in 2008 and has more than 20 years of experience in the financial services industry. Fenwick selected to split his charitable contribution between Habitat for Humanity and the United Service Organization (USO). Habitat for Humanity is a global nonprofit housing organization and the USO works to keep America’s military service members connected to their family, home, and country throughout their service to the nation.
Kim Gaxiola is the owner, founder, and registered principal of TechGirl Financial™, in San Jose, California. She joined Cambridge in 2010 and has more than 19 years of experience in the financial services industry. Gaxiola selected Community Solutions for her charitable contribution. They provide services and support to help children, families, and individuals overcome challenges posed by mental health issues, substance abuse, trauma, severe family dysfunction, sexual and domestic violence, and human trafficking.
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 is a multi-year honoree as a top workplace1 and broker-dealer2 of the year.
About the Spirit of Cambridge Award
The Spirit of Cambridge Award is given annually to independent financial professionals who are dedicated to serving their clients while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Each year, Cambridge home office associates select three award recipients from a pool of outstanding financial professionals who have been affiliated with Cambridge for at least 10 years. The awards are presented during Ignite, Cambridge’s annual national conference, along with a donation by Cambridge to a qualified charity of each recipient’s choice to further honor their spirit and dedication to their clients, Cambridge and the industry.
The Spirit of Cambridge awards began in 2012 to recognize quality financial professionals reflecting the Cambridge spirit, and thousands of dollars has been donated in their honor to charities across the country. Given their dedication to their clients, Cambridge, and the financial services industry, this is a well-deserved award for each honoree. Spirit of Cambridge honorees to date include:
2021 Spirit of Cambridge honorees: Dawn Baker, John Fenwick, and Kim Gaxiola
2020 Spirit of Cambridge honorees: Denny Gustin-Piazza, Jimmy Williams, and Shane Westhoelter
2019 Spirit of Cambridge honorees: Parker Consaul, Steve James, and Wanda Delgado
2018 Spirit of Cambridge honorees: Kay Knuth, Michael Curtis, and Monte Ferguson
2017 Spirit of Cambridge honorees: David Wheat, Ed Kohlhepp, Jr., and Jim Regitz
2016 Spirit of Cambridge honorees: Ed Kohlhepp, Sr., Ray Castaldi, and Scott Marshall
2015 Spirit of Cambridge honorees: Cheryl Patterson, Mark Mitchell, and Steve Przewlocki
2014 Spirit of Cambridge honorees: John Rathbun, Karl Elsass, and Tom Bode
2013 Spirit of Cambridge honorees: Bryan Kelly, Gerry Steffes, and Tim Shmidl
2012 Spirit of Cambridge honorees: Gary Wargo, Lisa Heath, and Robert Pugliese
1The Top Workplace in Iowa, 2021 – 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.