• Cambridge Stronger Podcast

Episode 118: Planning for Succession

Cambridge’s CEO, Amy Webber with Guest John Rathbun of Graf & Company Financial Management

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. 

About 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.

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/

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA www.finra.org /SIPC  www.sipc.org to residents of  AK, AZ, CO,  IA, IL, KS, MA, MN, MO, OH,, SD, TX, WI.  Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Graf & Company are not affiliated

Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.

Cambridge Stronger – Hosted by Amy Webber

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