FAIRFIELD, IA – November 12, 2018 – Cambridge is pleased to announce it has awarded three Cambridge advisors – Kay Knuth, Michael Curtis, and Monte Ferguson – the 2018 Spirit of Cambridge Award. Each year Cambridge awards three advisors for their exceptional practices and outstanding service, recognizing them on stage during Ignite, Cambridge’s annual national conference.
“It is a true honor to recognize Kay, Michael, and Monte for their dedication and loyalty to making a difference in the lives of their clients while staying true to Cambridge’s core values of integrity, commitment, flexibility, and kindness,” said President and CEO Amy Webber. “This is an exceptional award because each year the honorees are selected by our home office associates. On behalf of Cambridge and myself, we congratulate and thank our Spirit of Cambridge honorees. We are so incredibly fortunate to have them as a part of our Cambridge family.”
Kay Knuth, founder and president of Knuth Financial Life Planning located in Appleton, Wisconsin, is a certified financial planner™ professional. Knuth has more 30 years of experience in the financial services industry and joined Cambridge in 2007.
Michael Curtis, founder of Curtis Financial Services, is a Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Accredited Investment Fiduciary® (AIF®) located in Muscatine, Iowa. Curtis has more than 40 years of financial services experience and joined Cambridge in 2006.
Monte Ferguson, founder of Pivotal Financial Advisors, LLC located in Fort Worth, Texas is a Chartered Financial Consultant® (ChFC®), Accredited Investment Fiduciary® (AIF®) and certified financial planner™ professional. Ferguson joined Cambridge in 2008 and has more than 30 years of diverse leadership and business experience as both a military officer and corporate executive.
About The Spirit of Cambridge Award
The Spirit of Cambridge Award is awarded annually to independent financial advisors 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 advisors who have been affiliated with Cambridge for at least 10 years. The awards are presented on stage during Ignite, Cambridge’s annual national conference, along with a $1,000 donation by Cambridge to a qualified charity of each recipient’s choice to further honor their spirit and dedication to Cambridge and the industry.
Given their dedication to their clients, Cambridge, and the financial services industry as a whole, this is a well-deserved award for each honoree. Spirit of Cambridge honorees to date include:
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions, and outsourcing solutions. 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.
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