CAMBRIDGE FINANCIAL SERVICES - Key Persons
Alicia is the friendly face behind the phone and the first person who will greet you when you first walk in. She is a team player and has a passion for building relationships with everyone she meets.
Before joining the Cambridge Financial team, Alicia has experience in retail management as well as banking. In her spare time, she enjoys spending time with her son Adam, reading and traveling. She is a native of Arizona and fluent in Spanish.
Job Titles:
- Senior Client Relationship Manager
Amy has been working as a Relationship Manager at Cambridge for over ten years. Her high touch, personalized service will make you feel right at home. Once a financial plan is put in motion, Amy makes sure that each phase of implementation is carried out as efficiently as possible.
Fluent in German and (soon to be) in Romanian, Amy loves travelling throughout Europe and immersing herself in the culture and history of those amazing countries. She is also an accomplished chef. Amy lives in Mesa with her husband, Ion and her son, Christopher.
Eric is a founding partner of Cambridge Financial Services and is also president of Cambridge Insurance Services, which is an independent property & casualty company. He specializes in helping professionals, small business owners and families achieve their optimal wealth potential. Eric also specializes in setting up competitive employee benefit packages; this includes retirement plans, group health benefits, group disability and life plans.
In addition to his own financial practice, Eric has 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.
Eric is married to Kim and lives in Gilbert with their six children. In his free time, Eric loves serving in his church, especially with the youth in the scouting program, coaching high school football, and serving as the Booster Club President
Job Titles:
- Senior Client Relationship Manager
With over 17 years of experience in the financial services industry and over ten years with Cambridge Financial Services, Evon is a Registered Assistant, holding licenses in Life and Health Insurance and a FINRA Series 7 securities license. Evon's vast experience and expertise makes Evon a crucial and valued member of the relationship team.
A native of Southern California, Evon is also a full-time mom, wife, gourmet chef, and travel buff.
As a Financial Advisor, Fred's goal is help achieve maximum benefits in the areas of wealth accumulation, tax savings, and improved protection management to help achieve your full financial potential. Fred strongly believes that to provide quality financial advice requires a comprehensive approach. Wealth management must include tax planning, risk assessment, core plan objectives and time horizons.
Fred's client-centered, comprehensive planning approach helps his clients clearly define their core financial goals as well as an efficient road map on how to reach them. His hands on management helps ensure the plan stays on course and reaches its ultimate destination.
Fred married his amazing wife Meili in 2002. Together they enjoy spending time with their four children Hunter, Kenli, Drexton and Tayli. In his free time, Fred enjoys playing sports and spending time outdoors.
Education:
- Arizona State University, B.S. Business Administration
- Benedictine University, Master's of Business Administration
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Jason has been serving business owners and professionals for nearly 20 years, and with each client, his mission is to understand their values, goals, fears, and hopes so he can help them align their wealth accordingly. He starts by helping them organize and streamline their affairs, and from there, he builds strategies to reduce the impact of taxation, market volatility, and inflation-all while making sure their assets are positioned for optimum growth.
Jason is a CERTIFIED FINANCIAL PLANNER™ and the recipient of several industry awards and recognitions. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and has served as a guest lecturer for many industry conferences and workshops.
Jason and his wife Angela are the parents of four children and live in Gilbert, Arizona. A hunting, fishing, and sports enthusiast who enjoys spending time with his family above all else, Jason is also active in the Boy Scouts of America and serves as a coach for baseball, soccer, basketball, and football.s
Job Titles:
- Retirement Plan Specialist
Julie oversees the implementation and management of company-sponsored retirement plans. Her experience and chronic attention to detail makes her a valuable member of the team. She is able to make the often difficult, detailed process of setting up and maintaining a company-sponsored plan easy for you and your company.
Before joining Cambridge, Julie worked as a tax preparer, specializing in foreign tax treaties. Outside of Cambridge you'll often find Julie hanging out with one or all of her four adult children playing marathon board games, hiking through the outdoors or unwinding on a beach in Southern California.
Nelson specializes in helping Individuals and small businesses owners map out financial strategies to protect and achieve their most important financial goals. This specialty includes helping small businesses set up effective employee benefit packages utilizing retirement plans, group health benefits, group disability and life insurance plans, and executive benefits packages. He is also heavily involved in developing and mentoring new advisors coming into the financial services industry.
Nelson was a client before he was an advisor. Nelson and his wife Kelsey learned early on in their marriage the value of smart financial planning, which inspired Nelson to pursue a career in financial services, where he can help others do the same.
Nelson was born and raised in the small town of Ajo, AZ. He and his wife Kelsey now live in Gilbert, AZ with their seven young children. His number one hobby is his family, but he does try to stay active with his love for all sports, including football, basketball, baseball, softball, golf, etc. He has been very involved with his church and community and loves serving in various ways, going back to his youth when he served a two-year volunteer Spanish speaking mission to Washington DC for his church.
Education:
- University of Phoenix, B.S. Accounting
A full-time Mother of 6, Wyndi also loves to cook and feed large crowds. She also enjoys spending time in the Mountains, fishing and camping with her family.