Episode 128: Embark, Explore, Discover with Guest Sean Williams of Sojourn Wealth Advisory

Episode 127: From Music to Financial Services — An Unexpected Journey with Guest Tom Bode of Bode Financial Group

Episode 126: Making a Positive Difference with Guest Bob Pugliese of Premier Wealth Management

Episode 125: Building an Innovative Strategy with Guest Kristen Hafner of Financial Moxie

Episode 124: The Value of Perseverance with Guest Greg Raines of TAG Advisors

Episode 123: Discovering a Niche with Guest Gary McPherson of McPherson Financial Partners

Episode 122: Forming Strong Client Relationships with Ray Castaldi of Castaldi Financial Solutions

Episode 121: Serving Clients from the Midwest and Southwest with Michael Curtis of Curtis Financial Services

Episode 120: Finding Your Market with Mark Mitchell of Retirement Plan Advisors

Episode 119: Planning for Succession with David Wheat of Axiom Advisors

Episode 118: Planning for Succession with John Rathbun of Graf & Company Financial Management

Episode 117:  IRIA with Family Ties with Ed Kohlhepp, Jr. of of Kohlhepp Investment Advisors, LTD

Episode 116: A Commitment to Service with Parker Consaul of Pivotal Financial

Episode 115: Reach Out with Encouragement with Kay Knuth of Knuth Financial Life Planning

Episode 114: Climbing Mountains with Scott Marshall of Marshall Grezlak

At Cambridge, culture counts and values matter most. We attribute this to our visionary founder of Cambridge, Eric Schwartz.

At Cambridge, culture counts and values matter most. We attribute this to our visionary founder of Cambridge, Eric Schwartz.

Episode 111: Cambridge Stronger, Hosted by Cambridge’s CEO, Amy Webber with Guest Jimmy Williams of Compass Capital Management – Faith in your dreams

Episode 110: Cambridge Stronger, Hosted by Cambridge’s CEO, Amy Webber with Guest Denny Gustin-Piazza of WealthPlanners ─ Don’t Give Up

Episode 109: Cambridge Stronger, Hosted by Cambridge’s CEO, Amy Webber with Shane Westhoelter of Gateway Financial Advisors ─ A Drive to Succeed

Episode 108: Cambridge CEO Amy Webber talks with guests Armond Croom of Croom Financial, and Gary McPherson of McPherson Financial Partners in this Special Feature: Cambridge Black History Month Celebratory Podcast – You Can Be What You Can See.

Episode 107: Cambridge CEO Amy Webber Talks with guest Wendy John of Fidelity Investments - Special Feature: Cambridge Black History Month Celebratory Podcast – Respect & Grace Along the Way

Guest Jim Regitz talks about his journey as a recent college graduate to financial advice and then a regional vice president and ultimately founding partner of Newport Advisory – solving clients problems, mentoring others, and growing his firm – making sure focus is all about the heart

Guest Karl Elsass realized he liked finance in college, earned licenses during summer breaks, and is President of Elsass Financial Group – continuing to serve one of his first clients 31 years later while looking to help next generation clients early in their career and life plans – drawing strength from helping others

Guest Steve James embraced financial planning in college, starting with a presentation to students on saving, then building a practice in the education markets and later a comprehensive financial services firm as Managing Director of Summit Financial Solutions – coaching colleagues and elevating success

Guest Monte Ferguson began his journey as a military test pilot and Company Commander, later applying his skills to financial planning and founding Pivotal Financial Advisors – coaching other financial planners on serving clients, and building their practice – continuously serving leaders

Guest Wanda Delgado discovered her passion for financial planning and built her journey while raising a young son and building her own business, Insight Financial Advisors – finding solutions for clients and their children and grandchildren, mentoring colleagues – always part of a chain of helping people

Guest Lisa Heath initially pursued a path in education, but began working with her father in the advice profession and today is a partner with Financial Partners of Louisiana while mentoring her daughter in the business of serving clients with financial planning – doing good for others and having the luckiest life