FAIRFIELD, Iowa–(BUSINESS WIRE)–Cambridge is pleased to announce it has awarded three Cambridge advisors – Ed Kohlhepp, Jr., Jim Regitz, and David Wheat – the 2017 Spirit of Cambridge Award. Each year, Cambridge awards three advisors for their exceptional practices, recognizing them on stage during Cambridge’s annual Ignite conference.
“It is a true honor to recognize Ed, Jim, and David for their dedication and loyalty to making a difference in the lives of their clients while staying true to Cambridge’s core values of integrity, commitment, flexibility, and kindness”
“It is a true honor to recognize Ed, Jim, and David for their dedication and loyalty to making a difference in the lives of their clients while staying true to Cambridge’s core values of integrity, commitment, flexibility, and kindness,” said President and Chief Executive Officer Amy Webber. “This is an exceptional award because each year the honorees are selected by our home office associates. On behalf of Cambridge and myself, we congratulate and thank our Spirit of Cambridge honorees. We are so incredibly fortunate to have them as a part of our Cambridge family.”
Ed Kohlhepp, Jr., president of Kohlhepp Investment Advisors, is a Certified Financial Planner™ (CFP®) practitioner, located in Doylestown, Pennsylvania. Kohlhepp has nearly 20 years of experience in the financial services industry and joined Cambridge in 2004.
Jim Regitz, founding partner and senior wealth advisor at Newport Advisory, is a Chartered Financial Consultant® (ChFC®) located in Newport Beach, California. Regitz has over 30 years of financial services experience and joined Cambridge in 1999.
David Wheat, co-founder of Axiom Advisors LLC, is a Chartered Financial Consultant® (ChFC®) and Accredited Investment Fiduciary®(AIF®) with nearly 30 years of financial services experience. Wheat is located in Bedford, New Hampshire, and joined Cambridge in 2005.
About The Spirit of Cambridge Award
The Spirit of Cambridge Award is awarded annually to independent financial advisors who are committed to serving their clients while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Each year, Cambridge’s home office associates select three award recipients from a pool of outstanding advisors who have been affiliated with Cambridge for at least 10 years. The awards are presented during the annual Cambridge Ignite conference, along with a $1,000 donation by Cambridge to a qualified charity of each recipient’s choice to further honor their spirit and dedication to Cambridge and the industry.
Given their dedication to their clients, Cambridge, and the financial services industry as a whole, this is a well-deserved award for each honoree. Spirit of Cambridge honorees to date include:
- 2017 Spirit of Cambridge honorees: Ed Kohlhepp, Jr., Jim Regitz, and David Wheat
- 2016 Spirit of Cambridge honorees: Ray Castaldi, Ed Kohlhepp, Sr., and Scott Marshall
- 2015 Spirit of Cambridge honorees: Mark Mitchell, Cheryl Patterson, and Steve Przewlocki
- 2014 Spirit of Cambridge honorees: Tom Bode, Karl Elsass, and John Rathbun
- 2013 Spirit of Cambridge honorees: Bryan Kelly, Tim Shmidl, and Gerry Steffes
- 2012 Spirit of Cambridge honorees: Lisa Heath, Robert Pugliese, and Gary Wargo
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment adviser as well as an industry leading independent broker-dealer. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: succession and acquisition financial lending plus business technology expertise; advice solutions for both asset management and financial planning with portfolio overlay management; platform choices comprised of a corporate RIA or independent RIA for dual registration or fee only business models; a full spectrum of middle office services designed for solo/ensembles, branches, and super branches; as well as outsource services centered on independent advisor firms, including business consulting, client marketing, and office assistance, as well as insurance services. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports over 3,000 independent financial professionals nationwide who serve their thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own.
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.