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Episode 118: Planning for Succession

John Rathbun of Graf & Company Financial Management

John Rathbun is the team lead of Graf & Company Financial Management in Fairfield, Iowa, and holds a bachelor’s degree in business. He joined Cambridge in 2003, and was a 2014 Spirit of Cambridge honoree. He is dedicated to upholding integrity and providing honest, reliable expertise to all of his clients. In his free time, John enjoys traveling, fishing, and spending time with his family, and is actively involved in his church and community.

Episode 118: Planning for Succession Amy Webber and John Rathbun
Episode 118: Planning for Succession

Graf & Company Financial Management is located in Fairfield, Iowa, and specializes in helping business owners, families, and individuals achieve their financial goals through business, tax, and QuickBooks services, as well as asset management. They are dedicated to providing exceptional service to their clients through continual education, honesty, and confidentiality. John and his team all strive to stay up to date with trends and technology, and develop new strategies to ensure their clients succeed. https://www.grafcpa.com/

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO 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. 

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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