FAIRFIELD, Iowa--(BUSINESS WIRE)--Cambridge announces it has awarded three Cambridge advisors – Ray Castaldi, Ed Kohlhepp, Sr., and Scott Marshall – the Spirit of Cambridge Award for 2016. Each year, Cambridge awards three advisors for their exceptional practices. These honorees were recognized on stage during Cambridge’s annual Ignite conference in Chicago, Illinois.
“We are honored to recognize Ray, Ed, and Scott for their dedication to service excellence while staying true to Cambridge’s core values of integrity, commitment, flexibility, and kindness,” said President Amy Webber. “This is a truly exceptional award because each year the honorees are selected by our home office associates. On behalf of Cambridge and myself, I offer my congratulations and thanks to the Spirit of Cambridge honorees.”
Ray Castaldi, Founder and President of Castaldi Financial Solutions, is a Chartered Life Underwriter® (CLU®) and a Chartered Financial Consultant® (ChFC®). With 35 years of experience, Castaldi is located in Westerly, Rhode Island, and joined Cambridge in 2001.
Ed Kohlhepp, Sr., President of Kohlhepp Investment Advisors, is a Certified Financial Planner® (CFP®) practitioner, Chartered Financial Consultant® (ChFC®), and a Chartered Life Underwriter® (CLU®). Located in Doylestown, Pennsylvania, Kohlhepp has over 45 years of experience in financial services and joined Cambridge in 2004.
Scott Marshall, President of Marshall Grezlak Comprehensive Financial Planning, is a Certified Financial Planner® (CFP®) practitioner with 20 years of financial services experience. Marshall is located in Doylestown, Pennsylvania, and joined Cambridge in 2002.
About The Spirit of Cambridge Award
The Spirit of Cambridge Award is awarded annually to independent financial advisors who are committed to serving their clients while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Each year, Cambridge’s home office associates select three award recipients from a pool of outstanding advisors who have been affiliated with Cambridge for at least 10 years.
The awards are presented during our national conference, Cambridge Ignite, and to further honor their spirit, Cambridge makes a $1,000 donation to a qualified charity of each recipient’s choice. Given their dedication to their clients, Cambridge, and the financial services industry as a whole, this is a well-deserved award for each honoree. Spirit of Cambridge honorees to date include:
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2016 Spirit of Cambridge Honorees: Ray Castaldi, Ed Kohlhepp, Sr.,
and Scott Marshall
(See bios above) -
2015 Spirit of Cambridge Honorees: Mark Mitchell, Cheryl Patterson,
and Steve Przewlocki
Mark Mitchell is a Certified Financial Planner® practitioner and a Certified Retirement Counselor at Retirement Plan Advisors, with nearly 30 years of financial services experience. Mitchell is located in South Lyon, Michigan, and joined Cambridge in 2000. Cheryl Patterson is the co-founder of Hart & Patterson Financial Group, located in Amherst, Massachusetts, with over 30 years of experience in the financial industry. Patterson joined Cambridge in 2004. Steve Przewlocki is a managing director of Przewlocki James, Inc., located in Tucson, Arizona. With nearly 40 years of experience in the financial industry, he joined Cambridge in 2004. -
2014 Spirit of Cambridge Honorees: Tom Bode, Karl Elsass, and John
Rathbun
Tom Bode is the president of Bode Financial Group, LTD., located in Racine, Wisconsin. With 25 years of experience in the financial industry, he joined Cambridge in 1997. Karl Elsass is the President of Elsass Financial Group, Inc., located in Wadsworth, Ohio. The firm is a fifth generation family business, and Elsass joined Cambridge in 2003 with over 20 years of experience in the financial industry. John Rathbun is a Certified Financial Planner® practitioner at Graf & Company Financial Management, located in Fairfield, Iowa. He joined Cambridge in 2003 with over 25 years of experience. -
2013 Spirit of Cambridge Honorees: Bryan Kelly, Tim Shmidl, and
Gerry Steffes
Bryan Kelly is the branch manager and co-founder of The Kelly Financial Group, LLC, located in Bel Air, Maryland. He serves his clients with over 20 years of experience as a financial advisor. He became a Certified Financial Planner® practitioner in 1998 and joined Cambridge in 2000. Tim Shmidl is the branch manager of Prism Financial Group, LLC, located in Overland Park, Kansas with over 25 years of experience. He became a Certified Financial Planner® practitioner in 1990 and joined Cambridge in 1999. Gerry Steffes is the branch manager of Steffes Financial, LTD, located in Overland Park, Kansas. He serves his clients with over 21 years of experience in the financial industry and joined Cambridge in 1997. -
2012 Spirit of Cambridge Honorees: Lisa Heath, Robert Pugliese, and
Gary Wargo
Lisa Heath is the managing partner of Financial Partners of Louisiana, LLC located in Lafayette, Louisiana, with over 25 years of experience as a financial advisor. She became a Certified Financial Planner® in 1993 and joined Cambridge in 2001. Bob Pugliese is the Chairman and Chief Executive Officer of Premier Wealth Management located in Mechanicsburg, Pennsylvania, with over 40 years of industry experience. In 1999, he founded Premier Wealth Management and joined Cambridge. Gary Wargo is the branch manager and founder of Integra Financial Management, Inc. located in Clearwater, Florida, with 26 years of experience as an independent financial advisor. Wargo joined Cambridge more than 15 years ago.
About Cambridge
Cambridge
Investment Group, Inc. is a privately-controlled firm with a national
reach across the financial services industry consisting of multiple
broker-dealers and RIAs, including: Cambridge Investment Research
Advisors, Inc. – a large corporate RIA; and Continuity Partners Group,
LLC – a special purpose broker-dealer and registered investment advisor;
and Cambridge Investment Research, Inc. – an independent broker-dealer,
member FINRA/SIPC, that is among the largest privately-controlled
independent broker-dealers in the country supporting approximately 3,000
independent financial professionals nationwide who serve their clients
as registered representatives and investment advisor representatives,
choosing to use either Cambridge’s firm Registered Investment Adviser or
their own. For more information visit www.joincambridge.com.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.
