I AM INDEPENDENT. I AM KELLY HOFF. My journey is about providing affordable, sound financial services to farmers, small business, and families. I am an active member of Women in Insurance and Financial Services (WIFS) and frequently honored at the annual Circle of...
I AM INDEPENDENT. I AM DAVID WHEAT. My journey is about working with clients to understand their situation and help them make good choices for the future. I am a 2017 Spirit of Cambridge Award winner. Advisors are honored with the Spirit of Cambridge Award for their...
I AM INDEPENDENT. I AM LISA SAPPENFIELD BOYER. My journey is about finding unique paths tailored specifically for each client. I believe in building trusting relationships. I am an active member of Women in Insurance and Financial Services (WIFS) and frequently...
I AM INDEPENDENT. I AM ED KOHLHEPP, JR. My journey is about creating enduring, trustful relationships that take direct aim at meeting the goals of my clients. I am a 2017 Spirit of Cambridge Award winner. Advisors are honored with the Spirit of Cambridge Award for...
I AM INDEPENDENT. I AM STEVEN LEPAGE. My journey is about working closely with each client to create custom financial strategies designed to provide empowerment. I believe in simplifying the financial aspect of my clients’ lives so they can focus on enjoying all that...
I AM INDEPENDENT. I AM LINDA EDEN-WALLACE. My journey is about simplifying the complicated. I believe in the positive impacts that each and every person can have. I am a partner. This photo is of me and the Legacy Wealth Management, LLC team. I counsel clients in all...
I AM INDEPENDENT. I AM RAY CASTALDI. My journey is about providing individualized service to each client. I believe that you must understand a person to be able to properly plan for them. I am a 2016 Spirit of Cambridge Award winner. Advisors are honored with the...
I AM INDEPENDENT. I AM SCOTT MARSHALL. My journey is about helping provide independence. I believe in planning with individuals to help them become financially secure. I am a 2016 Spirit of Cambridge Award winner. Advisors are honored with the Spirit of Cambridge...
I AM INDEPENDENT. I AM JACQUELINE CHAN. My journey is, and always has been, defined by helping people. I formerly helped treat patients as a registered nurse, but now my focus revolves around helping guide people on the path to financial independence. I believe a...
I AM INDEPENDENT. I AM LOREN REX. My journey is about helping create promising paths. I believe in putting the needs of clients first – always. I am a wealth advisor. Away from the office, I enjoy spending time with my family and volunteering as a trustee and praise...
