President
Cambridge Investment Research Home Page
As First Vice President for Public Relations & Creative Marketing at Cambridge Investment Research, Inc., I oversee the strategic development of turnkey and customized marketing, website design, and social media solutions designed to help independent advisors grow their businesses. In addtion to serving on Cambridge's Senior Council, I lead Cambridge’s branding and visibility strategies while being a collaborative leader in Cambridge’s internship program, The Next Step®. I am also proud to lead a team of very talented professionals focused on Cambridge’s advertising, branding, communications, charitable giving, corporate positioning, digital engagement, marketing campaigns, media relations, social media, and website design strategies. My background includes developing and executing communications and media strategies for the ING companies based in North America and Europe. I hold a BA in accounting from Simpson College and the FINRA Series 7 license. Given this license, endorsements are appreciated but remain private. Cambridge is an independent, privately controlled broker-dealer with over $65 billion AUM, 600 associates, and nearly 3,000 independent registered representatives serving hundreds of thousands of clients. Cambridge has been honored as ‘Broker Dealer of the Year’ for 2014, 2013, 2012, 2010, 2008, 2007, and 2003 by Investment Advisor; ranked 8th in the ‘FP50 IBD Revenue Growth’ 2014 by Financial Planning; and is 6th in the top 20 large companies honored as a ‘Top Workplace in Iowa’ for 2014 while being one of 14 firms ranked a Top Workplace since 2011 by the Des Moines Register. 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. Cambridge and its predecessor Broker/Dealer was founded in 1981. Member FINRA.
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