FAIRFIELD, IA – July 17, 2023 — Cambridge congratulates Cristen Morgan, Carter Benkendorfer, Steve Nearman, Robert Romeo, and Jim Wessels for being recognized in the 2023 Invest in Others Charitable Foundation awards. Morgan, the owner of Lake Norman Financial Group in Cornelius, North Carolina, was named one of three finalists in the Community Service award category and received a donation of $25,000 for her nonprofit organization, Hope House Foundation. Benkendorfer, Nearman, Romeo and Wessels were selected as honorable mentions and each received $2,000 for their respective charities. All five Cambridge financial professionals were selected after an Invest in Others judging panel evaluated hundreds of candidates and named a group of finalists and honorable mentions in each of its five nomination categories.
Invest in Others recognizes the philanthropic achievements of financial professionals and financial firms in communities around the country. The awards program is in its 17th year, and honors nominees for their leadership, dedication, and charitable contributions. The program features five award categories: Catalyst, Community Service, Emerging Impact, Volunteer of the Year, and Lifetime Achievement.
Morgan will learn if she won the Community Service award at the Invest in Others awards gala on September 20 in Boston. Winners receive $60,000 for their selected nonprofit organization. More information on the Invest in Others awards, including the nomination process and eligibility requirements, can be found here. Below is a look at the five Cambridge financial professionals who were recognized.
About Invest in Others Charitable Foundation
The inspiration for the Invest in Others Charitable Foundation came directly from financial advisors who invest in others by giving back to their communities with overwhelming generosity and dedication. Since its founding in 2006, Invest in Others has amplified these efforts by providing a platform for advisors and other financial professionals to increase awareness, visibility, and funding to their favorite nonprofits. For more information, visit investinothers.org.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal 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 internally controlled independent broker-dealers in the country.
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