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CAP · CASL · CFP · ChFC · CLU · LUTCF · REBC · RHU · RICP
Virtual
In-Person
Specialties
I am a Senior Wealth Advisor and founding partner of Cambridge Financial Services.
I specialize in helping professionals, small business owners and families pursue their optimal wealth potential. I also specialize in setting up competitive employee benefit packages; this includes retirement plans, executive bonus plans, group disability and life plans. In addition to my financial practice, I have been actively involved in the financial industry, teaching courses on financial planning at the University of Phoenix, Western International University, and at Maricopa Community Colleges. I am married to Kim and live in Gilbert with our six children. In my free time, I love serving in my church, coaching high school football, and serving as the Booster Club President at my kids’ school.
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Always free for clients.
CAP, CASL, CFP, ChFC, CLU, LUTCF, REBC, RHU, RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SIPC. 800-873-7637, www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Cambridge Financial Services and other listed entities are unaffiliated with Hornor, Townsend & Kent, LLC. The views expressed are those of the presenting party and may not necessarily represent those of HTK or its affiliates. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. The views expressed are those of the presenting party and may not necessarily represent those of HTK or its affiliates.