Cambridge Stronger: Recent Episodes
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.
Cambridge Stronger Episode 255: Starting Before You’re Ready with Richa Ghosh and Lawson Hachmeister
Tune in for an inspiring conversation on living purposefully and creating a positive impact at every level.
Episode 202: Discovering Your “Aha” Moment
Anthony Bartlett of Bartlett Wealth Management
Episode 194: Establishing Your Balancing Act
Steve Nearman of Nearman Financial Consulting
Episode 193: Starting the Conversation With Empathy
Debbie Ash of Ashbridge Financial Solutions
Episode 190: The Heart of the Industry
Jamie Blakley of Successful Financial Strategies
Episode 189: Creating Honest Conversations
Dan Karlsberg of Freedom Trail Wealth at Dove Mountain
Episode 188: Finding Strength in Each Other
Kristin Michel Rodriguez of Symphony Financial
Episode 187: Finding Your Financial Teammate
Carolyn Rowland of Resilient Wealth Planning
Episode 158: You Deserve To Be Here
Peter Bacchiocchi of G9 Financial and Peggy Haslach of Finity Group
Episode 157: A 3D View of Social Investing
Richard Torgerson of SharePower Responsible Investing
Episode 155: The Journey to Digitization
Cambridge’s CEO, Amy Webber with Guest Nick Graham, Executive Vice President and Chief Technology Officer of Cambridge
Episode 154: The Best of Both Worlds
Cambridge’s CEO, Amy Webber with Guest Susan Sukys of Mosaic Financial Group
Episode 153: A Matter of Time
Cambridge’s CEO, Amy Webber with Guest Zach Hager of The Professional Alliance
Episode 152: Building My Business My Way
Cambridge’s CEO, Amy Webber with Guest Shanna Tingom of Heritage Financial Strategies
Episode 151: Walking in Their Shoes
Cambridge’s CEO, Amy Webber with Guest Von D. Cook II
Episode 150: The Value of a Dollar
Cambridge’s CEO, Amy Webber with Guest Connie Thornhill Bettis
Episode 149: Coaching On and Off the Court
Cambridge’s CEO, Amy Webber with Guest David Nelson of NelsonCorp Wealth Management
Episode 148: Integrating Work and Life
Cambridge’s CEO, Amy Webber with Guest Shannon Mehls of Ohrenda
Episode 147: Creating a ‘Mini Cambridge’
Cambridge’s CEO, Amy Webber with Guest Dan Harriman of Harriman Financial and Independent Financial Professionals
Episode 146: The Magic of a Multigenerational Strategy
Cambridge’s CEO, Amy Webber with Guest Brian Duncan of Duncan Financial Group
Episode 145: Adapting to Challenges
Cambridge’s CEO, Amy Webber with Guest Peter Mersberger of Mersberger Financial Group, Inc.
Episode 144: Mentoring and a Coaching Mindset
Cambridge’s CEO, Amy Webber with Guest Lisa Sappenfield Boyer of Boyer and Sappenfield Investment Advisors
Episode 143: Service Above Success
Cambridge’s CEO, Amy Webber with Guest Mike Merrill of Finity Group, LLC
Episode 142: Creating Your Path
Cambridge’s CEO, Amy Webber with Guest Cody Phelps of Jordan Creek Financial Solutions
Episode 141: Coming Full Circle
Cambridge’s CEO, Amy Webber with Guest Kevin Komar of ko-Advisors
Episode 139: Finding Independence
Cambridge’s CEO, Amy Webber with Guest Armond Croom of Croom Financial
Episode 138: Going Above the Call of Duty
Cambridge’s CEO, Amy Webber with Guest Kit Lancaster of Sterling Edge Financial
Episode 137: Serving Technology Leaders
Cambridge’s CEO, Amy Webber with 2021 Spirit of Cambridge honoree Kim Gaxiola of TechGirl Financial
Episode 136: Shooting for the Stars
Cambridge’s CEO, Amy Webber with 2021 Spirit of Cambridge honoree Dawn Baker of Baker Wealth Management
Episode 135: Charting a Path to Financial Services
Cambridge’s CEO, Amy Webber with 2021 Spirit of Cambridge honoree John Fenwick of Preferred Partners
Episode 134: Let Your Values Guide You
Cambridge’s CEO, Amy Webber with Guest Rhett Jeppson of Investment Management Consultants
Episode 133: Finding Strong Mentors
Cambridge’s CEO, Amy Webber with Guest Christina Lindsey Orta of Lindsey & Lindsey Wealth Management
Episode 132: Family and Finance — The Scarsella Approach
Cambridge’s CEO, Amy Webber with Guest Rocco Scarsella of RWS Financial Group
Episode 131: Finding Your Voice
Cambridge’s CEO, Amy Webber with Guest Aprilyn Chavez Geissler of Gateway Insurance and Financial Services
Episode 129: Finding Your Purpose
Cambridge’s CEO, Amy Webber with Guest Mike Woods of Stocker Woods Financial
Episode 130: Coaching Clients the Right Way
Cambridge’s CEO, Amy Webber with Guest Brent Shimman of S&D Capital
Episode 128: Cambridge’s CEO, Amy Webber with Guest Sean Williams of Sojourn Wealth Advisory
Episode 126: Cambridge’s CEO, Amy Webber with Guest Bob Pugliese of Premier Wealth Management
Episode 124: The Value of Perseverance: Cambridge’s CEO, Amy Webber 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 Guest Ray Castaldi of Castaldi Financial Solutions
Episode 121: Serving Clients from the Midwest and Southwest with Guest Michael Curtis of Curtis Financial Services
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 115: Reach Out with Encouragement with Kay Knuth of Knuth Financial Life Planning
Episode 113: Guest Eric Schwartz, Cambridge Founder and Executive Chairman of the Board, discusses finding one’s balance professionally and personally, mentoring others to find their own journey, approaching one’s retirement journey, learnings from Cambridge’s 40 years in the advice industry, changing but still leading with kindness, and an inspiring view on what it means to go your own way.
Episode 112: Guest Eric Schwartz, Cambridge Founder and Executive Chairman of the Board, candidly shares his journey starting with interest in stocks at the age of 10, his first job, the lean years in building a firm while hiring the right people, and his lifelong dedication to purpose, values, and why it matters to treat people well.
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 in this Special Feature: Cambridge Black History Month Celebratory Podcast – Respect & Grace Along the Way.
Episode 106: 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.
Episode 105: 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.
Episode 104: 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 full financial planning service firm as Managing Director of Summit Financial Solutions – coaching colleagues and elevating success.
Episode 103: 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.
Episode 102: 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.
Episode 101: 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.