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Cambridge
Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients.
Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most.
Integrity, commitment, kindness, and flexibility are core values driving the spirit of Cambridge, a financial solutions firm serving fee focused and fee only financial professionals with an independent mindset and motivation to make a difference in the lives of others.
New episodes monthly on Apple Podcasts/iTunes, iHeart Radio, Stitcher, and Spotify.
Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.
Episode 220: Discovering Your Greatest Tool
Ellis Baum of Tiger Investment Services
35:0413/11/2024
Episode 219: When Disaster Strikes
Episode 219: When Disaster Strikes
Kelly Cartier of Cartier Financial
22:1225/10/2024
Episode 218: Financial Peace of Mind
Episode 218: Financial Peace of Mind
Cristen Morgan of Lake Norman Financial Group
40:4909/10/2024
Episode 206: Owning Your Situation
Episode 206: Owning Your Situation
Lisa Werner of Marketplace Financial Group, LLC
33:5830/09/2024
Episode 217: Representing the Spirit of Cambridge
22:0826/09/2024
Episode 216: Finding Your Foundation
35:1711/09/2024
Episode 215: Finding Your Fit
Deanna Spear of Wernick Spear Wealth Managers
31:4228/08/2024
Episode 214: Removing Your Blinders
Mike Przewlocki of Przewlocki Horvath
20:2007/08/2024
Episode 213: Work Hard, Play Hard
Tatum Baxter and Alan Schiess of Cambridge Investment Research
32:5206/08/2024
Episode 212: Following the Golden Rule
Steve Howard of OL Advisors
37:5302/07/2024
Episode 211: Making Money Simple
Shari Rash of Greenway Wealth Advisory
34:1119/06/2024
Episode 210: Aligning Your Synergies
Mike Schuster of Schuster Anderson Wealth Advisors
27:1605/06/2024
Episode 209: Owning Your Decade
Regina Quirk of Strategic Financial Services
40:0322/05/2024
Episode 208: Living by Your Core Values
Episode 208: Living by Your Core Values
Kay Black and Morae Metcalf of Cambridge
18:3508/05/2024
Episode 207: It’s Okay to Be You
Episode 207: It’s Okay to Be You
Traci Shughart of Premier Wealth Management
27:3124/04/2024
Episode 205: Turning Tragedy into Opportunity
Episode 205: Turning Tragedy into Opportunity
Danielle Howard of Wealth by Design, LLC
45:1027/03/2024
Episode 204: Staying True to Your Core Values
Lane Clevenger of Clevenger Financial
32:1913/03/2024
Episode 203: Stepping Out of Your Comfort Zone
Jen Schaefer of Capital Advisors
35:2028/02/2024
Episode 202: Discovering Your “Aha” Moment
Episode 202: Discovering Your “Aha” Moment
Anthony Bartlett of Bartlett Wealth Management
40:0313/02/2024
Episode 201: Digging Out of Debt
Episode 201: Digging Out of Debt
Nick Daugherty of FinancialCop LLC
25:4601/02/2024
Episode 200: Building Financial Freedom
Episode 200: Building Financial Freedom
Mahesh Odhrani of Strategic Wealth Design
33:3616/01/2024
Episode 199: Remaining Relatable
Episode 199: Remaining Relatable
Kristina Paz of Sopris Wealth Advisors
30:2704/01/2024
Episode 198: Providing a Financial Game Plan
Episode 198: Providing a Financial Game Plan
Adam Freeland of Harford Financial Group
40:1620/12/2023
Episode 197: Buying Your Time Back
Episode 197: Buying Your Time Back
Walter Scott of Whelan Scott Asset Management
27:5105/12/2023
Episode 196: Journey to Independence
Episode 196: Journey to Independence
Lucila Williams of Lotus Financial Partners
36:3922/11/2023
Episode 195: Be The Change
Episode 195: Be The Change
Rob Young of Blue Dot Wealth Management
33:1210/11/2023
Episode 194: Establishing Your Balancing Act
Episode 194: Establishing Your Balancing Act
Steve Nearman of Nearman Financial Consulting
25:3024/10/2023
Episode 193: Starting the Conversation With Empathy
Episode 193: Starting the Conversation With Empathy
Debbie Ash of Ashbridge Financial Solutions
29:3323/10/2023
Episode 192: It Begins With a Foundation
Episode 192: It Begins With a Foundation
Divam Mehta of Mehta Financial Group
20:4512/09/2023
Episode 191: Independence Doesn’t Mean Being Alone
Episode 191: Independence Doesn’t Mean Being Alone
April Booth of TAG Advisors
46:2629/08/2023
Episode 190: The Heart of the Industry
Episode 190: The Heart of the Industry
Jamie Blakley of Successful Financial Strategies
39:1514/08/2023
Episode 189: Creating Honest Conversations
Episode 189: Creating Honest Conversations
Dan Karlsberg of Freedom Trail Wealth at Dove Mountain
33:4801/08/2023
Episode 188: Finding Strength in Each Other
Episode 188: Finding Strength in Each Other
Kristin Michel Rodriguez of Symphony Financial
31:4918/07/2023
Episode 187: Finding Your Financial Teammate
Episode 187: Finding Your Financial Teammate
Carolyn Rowland of Resilient Wealth Planning
30:0214/07/2023
Episode 186: A Service Mindset
Episode 186: A Service Mindset
Jim Wessels of Vision Financial Group
48:4305/07/2023
Episode 185: Opening Your Heart and Mind
Episode 185: Opening Your Heart and Mind
Fran Toler of Toler Financial Group
44:5920/06/2023
Episode 184: Leading a Work-optional Lifestyle
Episode 184: Leading a Work-optional Lifestyle
Victor Gaxiola of TechGirl Financial
42:3223/05/2023
Episode 183: See the People
Episode 183: See the People
Chris Janota of Envoy Wealth Management
41:0919/05/2023
Episode 182: Planning for Your Dreams
Episode 182: Planning for Your Dreams
Lena Rizkallah of Conte Wealth Advisors
35:2125/04/2023
Episode 181: The Power of Choice
Episode 181: The Power of Choice
Chris Raup of Ascend Wealth Consulting
44:3412/04/2023
Episode 180: Persistence and Patience
Episode 180: Persistence and Patience
Chris Marovich of Retirement Design Group
41:4127/03/2023
Episode 179: One Size Never Fits All
Episode 179: One Size Never Fits All
Tom Stephens of Smart Capital Management
19:4513/03/2023
Episode 178: Using My Voice for Good
Episode 178: Using My Voice for Good
Judi Griffin of Griffin Financial Services Group
34:4127/02/2023
Episode 177: Thinking Out-of-the Box
Episode 177: Thinking Out-of-the Box
Melissa Reaktenwalt
44:3313/02/2023
Episode 176: A Balancing Act
Episode 176: A Balancing Act
Steven Lathrop
25:2330/01/2023
Episode 175: Paying it Backwards
Episode 175: Paying it Backwards
Jeff Vivacqua of Cambridge
37:2717/01/2023
Episode 174: The Value of Trust
Episode 174: The Value of Trust
Kelly Hoff of Hoff Financial Services
25:0603/01/2023
Episode 173: Investing Early
Episode 173: Investing Early
John Fuller of Fuller & Company
42:4419/12/2022
Episode 172: Forging the Path for Opportunity
Episode 172: Forging the Path for Opportunity
Kelly Cartier of Cartier Financial
36:0305/12/2022
Episode 171: Next in Line
Episode 171: Next in Line
Alex Klinkhammer of Klinkhammer Financial
25:0021/11/2022