FAIRFIELD, IA – September 23, 2022 – Cambridge recognizes independent financial professionals – Kristen Hafner, David Nelson, and Jen Schaefer – as the 2022 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.
Kristen Hafner is the founder, president, and head financial planner of Financial Moxie, located in Westlake Village, California and Fairfield, Iowa. She joined Cambridge in 2009 and has more than 15 years of experience in the financial services industry. Kristen selected Raising Hope in Thousand Oaks, California for her charitable contribution. Raising Hope empowers teens and young adults experiencing foster care through mentoring, life skills, financial support, and advocacy.
David Nelson is the president and CEO of NelsonCorp Wealth Management, located in Clinton, Davenport, and Dubuque, Iowa. David joined Cambridge in 2011 and has more than 40 years of experience in the financial services industry. David selected the Prince of Peace School Foundation in Clinton, Iowa for his charitable contribution. The foundation provides funds to the Prince of Peace Catholic School for financial aid, staff development, capital improvements, and other school needs.
Jen Schaefer is president and a financial advisor at Capital Advisors, located in Pflugerville, Texas. She joined Capital Advisors in 2006 and helps both small businesses and individuals find solutions for their specific needs ranging from retirement planning and insurance needs. Jen selected the Austin Diaper Bank in Austin, Texas for her charitable contribution. They provide diapers to Central Texas families who need a clean, reliable supply of diapers for a healthy and comfortable quality of life.
About Cambridge
Cambridge Investment Group, Inc. is a financial solutions firm focused on serving independent financial professionals and their investing clients. 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 internally 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: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080
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:
2022 Spirit of Cambridge honorees: Kristen Hafner, David Nelson, Jen Schaefer
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
1Top Workplaces in Iowa, 2022 – 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.
Media & PR Contacts
Please contact Cambridge’s Public Relations Team at publicrelations@cir2.com for news media inquiries, executive speaking engagements, industry sponsorship opportunities, media planning, and community involvement.
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.