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David Wheat

David Wheat

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...
Lisa Sappenfield Boyer

Lisa Sappenfield Boyer

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...
Ed Kohlhepp, Jr.

Ed Kohlhepp, Jr.

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...
Linda Eden-Wallace

Linda Eden-Wallace

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...
Ray Castaldi

Ray Castaldi

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...