Cambridge Capital Management, LLC (www.camcapmgt.com) was founded in 1999 in conjunction with Diel & Forguson Financial Group. We are a Registered Investment Advisory Firm. As such, we provide wealth management and goal based financial planning solutions to our clients. Cambridge Capital Management has provided me the privilege to work for a fee only wealth management and planning firm. We are not compensated based on the investments we recommend, but by the amount of assets we manage for the client. Thus, as we grow and protect our client's assets, our compensation fluctuates accordingly. Our client's assets are held by Charles Schwab and we manage the assets held for the client at Schwab. Since we are not compensated in any way by Charles Schwab this allows us to choose the investments that are best suited to the client. This process allows us to act in our clients best interest. In other words, we are able to act as a fiduciary for our clients.Also included in this fee are our goal based financial planning services. We sit down with our clients and learn what dreams and goals they have for their family and future. Whether our clients are looking for us to determine the likelihood their savings will last through retirement or are looking for counsel on the most efficient ways to live off their savings, Cambridge has the experience and processes needed to accomplish these goals. We focus on creating tax efficient plans that keep in mind the clients estate planning needs. Our advanced financial planning software allows us to project the probability your financial plan will succeed and make adjustments as needed to ensure our client's goals have been met.

•Increased assets in the branch from $1 million to over $13 million in 4 years.•Managed the investment portfolios of over 200 clients.•Listened to client’s financial goals and helped find the most appropriate solution.•Proven ability to cultivate relationships with clients, business owners and community leaders.•Performed analysis of personal finances, personal retirement plans, the markets, investments and different insurance options available.

•Created yearly budgets and mid-year forecasts for two multimillion dollar companies.•In charge of month end close, balance sheet reconciliations, and Sarbanes Oxley testing.•Research anomalies in financial statements and spending practices of a 50-company region.•Supervised five cashiers and a billing specialist.

•Hired, supervised and trained a team of three office services clerks.