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Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the spirit of Cambridge. Join our host, Cambridge CEO and Co-Chairman of the Board Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Cambridge Stronger was recently named one of four WealthManagment.com Industry Award finalists in the category of Thought Leadership! Click here to learn more about the award and how our podcast is making an impact in the financial services industry.
Episode 217: Representing the Spirit of Cambridge
Jason Conner and Cindy Lowe of Cambridge Inverstment Research
Episode 216: Finding Your Foundation
Larry Qvistgaard of Duncan Advisor Resources
Episode 215: Finding Your Fit
Deanna Spear of Wernick Spear Wealth Managers
Episode 214: Removing Your Blinders
Mike Przewlocki of Przewlocki Horvath
Episode 213: Work Hard, Play Hard
Tatum Baxter and Alan Schiess of Cambridge Investment Research
Episode 212: Following the Golden Rule
Steve Howard of OL Advisors
Episode 211: Making Money Simple
Shari Rash of Greenway Wealth Advisory
Episode 210: Aligning Your Synergies
Mike Schuster of Schuster Anderson Wealth Advisors
Episode 209: Owning Your Decade
Regina Quirk of Strategic Financial Services
Episode 208: Living by Your Core Values
Kay Black and Morae Metcalf of Cambridge
Episode 207: It’s Okay to Be You
Traci Shughart of Premier Wealth Management
Episode 206: Owning Your Situation
Lisa Werner of Marketplace Financial Group, LLC
Episode 205: Turning Tragedy into Opportunity
Danielle Howard of Wealth by Design, LLC
Episode 204: Staying True to Your Core Values
Lane Clevenger of Clevenger Financial
Episode 203: Stepping Out of Your Comfort Zone
Jen Schaefer of Capital Advisors
Episode 202: Discovering Your “Aha” Moment
Anthony Bartlett of Bartlett Wealth Management
Episode 201: Digging Out of Debt
Nick Daugherty of FinancialCop LLC
Episode 200: Building Financial Freedom
Mahesh Odhrani of Strategic Wealth Design
Episode 199: Remaining Relatable
Kristina Paz of Sopris Wealth Advisors
Episode 198: Providing a Financial Game Plan
Adam Freeland of Harford Financial Group
Episode 197: Buying Your Time Back
Walter Scott of Whelan Scott Asset Management
Episode 196: Journey to Independence
Lucila Williams of Lotus Financial Partners
Episode 195: Be The Change
Rob Young of Blue Dot Wealth Management
Episode 194: Establishing Your Balancing Act
Steve Nearman of Nearman Financial Consulting
Episode 193: Starting the Conversation With Empathy
Debbie Ash of Ashbridge Financial Solutions
Episode 191: Independence Doesn’t Mean Being Alone
April Booth of TAG Advisors
Episode 192: It Begins With a Foundation
Divam Mehta of Mehta Financial Group
Episode 190: The Heart of the Industry
Jamie Blakley of Successful Financial Strategies
Episode 189: Creating Honest Conversations
Dan Karlsberg of Freedom Trail Wealth at Dove Mountain
Episode 188: Finding Strength in Each Other
Kristin Michel Rodriguez of Symphony Financial
Episode 187: Finding Your Financial Teammate
Carolyn Rowland of Resilient Wealth Planning
Episode 186: A Service Mindset
Jim Wessels of Vision Financial Group
Episode 185: Opening Your Heart and Mind
Special Feature: Celebrating PRIDE Month
Fran Toler of Toler Financial Group
Episode 184: Leading a Work-optional Lifestyle
Victor Gaxiola of TechGirl Financial
Episode 183: See the People
Chris Janota of Envoy Wealth Management
Episode 182: Planning for Your Dreams
Lena Rizkallah of Conte Wealth Advisors
Episode 181: The Power of Choice
Chris Raup of Ascend Wealth Consulting
Episode 180: Persistence and Patience
Chris Marovich of Retirement Design Group
Episode 179: One Size Never Fits All
Tom Stephens of Smart Capital Management
Episode 178: Using My Voice for Good
Judi Griffin of Griffin Financial Services Group
Episode 177: Thinking Out-of-the Box
Melissa Reaktenwalt of EViE Financial
Episode 176: A Balancing Act
Steven Lathrop
Episode 175: Paying it Backwards
Jeff Vivacqua of Cambridge
Episode 174: The Value of Trust
Kelly Hoff of Hoff Financial Services
Episode 173: Investing Early
John Fuller of Fuller & Company
Episode 172: Forging the Path for Opportunity
Kelly Cartier of Cartier Financial
Episode 171: Next in Line
Alex Klinkhammer of Klinkhammer Financial
Episode 170: Attitude and Effort
Andy Pike of Quo Vadis Financial
Episode 169: Leading With Integrity
Heather Bishoff of The Bishoff Financial Group
Episode 168: Paying Your Future Self
Mark Dudycha of Dudycha Retirement Group
Episode 167: Finding Your Fulfillment
Todd Yawit of Saxon Financial Services
Episode 166: Practicing Patience
Cliff Robello of CMR Financial Advisors
Episode 165: Taking a Proactive Approach
Bryan Masten of Global Financial Partners
Episode 164: The Plan Comes First
Joel Arsenault of PlanFirst., LLC
Episode 163: A Noble Profession
Brandon Plattner of Plattner Asset Management
Episode 162: Taking 'The Next Step'
BJ Carter and Drew Jauron of Cambridge
Episode 161: Charting a Course for Young Professionals
Andrea Shafer of Cambridge
Episode 160: Finding The Perfect Fit
Mark Trice of ClearVista Financial
Episode 159: Keeping Your Harvest in Mind
Megan Bynum of Harvest Wealth Group
Episode 158: You Deserve To Be Here
Peter Bacchiocchi of G9 Financial and Peggy Haslach of Finity Group
Episode 157: A 3D View of Social Investing
Richard Torgerson of SharePower Responsible Investing
Episode 156: Returning to the Fundamentals
Aaron Witten of Witten Financial Services
Episode 155: The Journey to Digitization
Nick Graham, Executive Vice President and Chief Technology Officer of Cambridge
Episode 154: The Best of Both Worlds
Susan Sukys of Mosaic Financial Group
Episode 153: A Matter of Time
Zach Hager of The Professional Alliance
Episode 152: Building My Business My Way
Shanna Tingom of Heritage Financial Strategies
Episode 151: Walking in Their Shoes
Von D. Cook II of Client Centric Advisors
Episode 150: The Value of a Dollar
Connie Bettis of Paradise Wealth Advisors
Episode 149: Coaching On and Off the Court
David Nelson of NelsonCorp Wealth Management
Episode 148: Integrating Work and Life
Shannon Mehls of Ohrenda
Episode 147: Creating a ‘Mini Cambridge’
Dan Harriman of Harriman Financial and Independent Financial Professionals
Episode 146: The Magic of a Multigenerational
Brian Duncan of Duncan Financial Group
Episode 145: Adapting to Challenges
Peter Mersberger of Mersberger Financial Group, Inc.
Episode 144: Mentoring and a Coaching Mindset
Lisa Sappenfield Boyer of Boyer and Sappenfield Investment Advisors
Episode 143: Service Above Success
Mike Merrill of Finity Group, LLC
Episode 142: Creating Your Path
Cody Phelps of Jordan Creek Financial Solutions
Episode 141: Coming Full Circle
Kevin Komar of ko-advisors
Episode 140: Collaborating for Success
Josh Schwartz of Retirement Plan Advisors
Episode 139: Finding Independence
Armond Croom of Croom Financial
Episode 138: Going Above the Call of Duty
Kit Lancaster of Sterling Edge Financial
Episode 137: Serving Technology Leaders
Kim Gaxiola of TechGirl Financial
Episode 136: Shooting for the Stars
Dawn Baker of Baker Wealth Management
Episode 135: Charting a Path to Financial Services
John Fenwick of Preferred Partners
Episode 134: Let Your Values Guide You
Rhett Jeppson of Investment Management Consultants
Episode 133: Finding Strong Mentors
Christina Lindsey Orta of Lindsey & Lindsey Wealth Management
Episode 132: Family and Finance — The Scarsella Approach
Rocco Scarsella of RWS Financial Group
Episode 131: Finding Your Voice
Aprilyn Chavez Geissler of Gateway Insurance and Financial Services
Episode 130: Coaching Clients the Right Way
Brent Shimman of S&D Capital
Episode 129: Finding Your Purpose
Mike Woods of Stocker Woods Financial
Episode 128: Embark, Explore, Discover
Sean Williams of Sojourn Wealth Advisory
Episode 127: From Music to Financial Services — An Unexpected Journey
Tom Bode of Bode Financial Group
Episode 126: Making a Positive Difference
Bob Pugliese of Premier Wealth Management
Episode 125: Building an Innovative Strategy
Kristen Hafner of Financial Moxie
Episode 124: The Value of Perseverance
Greg Raines of TAG Advisors
Episode 123: Discovering a Niche
Gary McPherson of McPherson Financial Partners
Episode 122: Forming Strong Client Relationships
Ray Castaldi of Castaldi Financial Solutions
Episode 121: Serving Clients from the Midwest and Southwest
Michael Curtis of Curtis Financial Services
Episode 120: Finding Your Market
Mark Mitchell of Retirement Plan Advisors
Episode 119: Transitioning to Succession
David Wheat of Axiom Advisors
Episode 118: Planning for Succession
John Rathbun of Graf & Company Financial Management
Episode 117: IRIA with Family Ties
Ed Kohlhepp, Jr. of of Kohlhepp Investment Advisors, LTD
Episode 116: A Commitment to Service
Parker Consaul of Pivotal Financial
Episode 115: Reach Out with Encouragement
Kay Knuth of Knuth Financial Life Planning
Episode 114: Climbing Mountains
Scott Marshall of Marshall Grezlak
Episode 113: Go Your Own Way
Eric Schwartz of Cambridge
Episode 112: Treat People Well
Eric Schwartz of Cambridge
Episode 111: Faith in your dreams
Jimmy Williams of Compass Capital Management
Episode 110: Don’t Give Up
Denny Gustin-Piazza of WealthPlanners
Episode 109: A Drive to Succeed
Shane Westhoelter of Gateway Financial Advisors
Episode 108: You Can Be What You Can See
Armond Croom of Croom Financial, and Gary McPherson of McPherson Financial Partners
Episode 107: Respect & Grace Along the Way
Wendy John of Fidelity Investments
Episode 106: All about the Heart
Jim Regitz of Newport Advisory
Episode 105: Strength from Helping Others
Karl Elsass of Elsass Financial Group
Episode 104: Elevating Success
Steve James of Summit Financial Solutions
Episode 103: Serving Leaders
Monte Ferguson of Pivotal Financial Advisors
Episode 102: The Chain of Helping People
Wanda Delgado of Insight Financial Advisors
Episode 101: The Luckiest Life
Lisa Heath of Financial Partners of Louisiana
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