You’ve grown successful by focusing on what you do well, be it analytical talents, an eye for savvy business ventures, or determination that can’t be beat.
Understanding those natural advantages (and realizing limitations) can often turn an “almost had it” misadventure into a runaway success.
Our team is no different
We acknowledge and celebrate the traits that make our firm – and the advisors within – a unique, premier financial services team. While every partner has experience in client relations, investment management, portfolio building, and retirement plans, we each focus on and bring something special to the table.
Spencer focuses on the coaching aspect of financial planning and investment management. He enjoys building a personal relationship with each of our clients, learning their unique goals and interests and assisting them in implementing a plan that will help them achieve financial independence. In addition, Spencer heads our research efforts in individual equities and industry sector trends. Spencer’s passion and inspiration for investing was instilled in him by his grandfather, who taught him to invest in companies that you believe in and use in your daily life.
Jim focuses on the technical aspects of financial planning and investment management, drawing upon his 25+ years in the corporate financial world. He strives to treat our clients’ lives as he would a real business, a concept we call “You, Inc.” In addition, he is responsible for asset allocation, preparing and delivering custom financial plans and performing due diligence on all investment recommendations and opportunities. As a Certified Financial PlannerTM professional, he follows a distinct six-step planning process with each client and adheres to a strict ethical code.
Spencer offers over 17 years of experience in the financial industry specializing in financial planning and investment management. He graduated from Clemson University with a Bachelor of Science Degree, holds a certificate of financial planning from the Florida Institute of Technology, and has earned the Accredited Investment Fiduciary® designation. Spencer current holds FINRA Series 7, 63, and 65 licenses, in addition to numerous insurance licenses.
In addition to his professional affiliations and credentials, Spencer stays actively involved in his community through many local civic organizations. He serves on the Board of Directors for the Baltimore Washington Medical Center – Next Generation and the Clemson University Mid-Atlantic Club. Spencer is also active with Chesapeake Regional Tech Council, Maryland Hotel and Lodging Association, and Mariners Church.
Originally from Birmingham, Michigan, Spencer now resides in Severna Park with his wife Rachel and their three children. When Spencer is not working he enjoys spending time with his family and watching his children play sports.
Jim graduated with a Bachelor of Science degree in accounting from St. Francis University and a Master of Business Administration in finance from George Mason University. With over 20 years of public accounting and corporate financial management experience and over 14 years as a financial planner, Jim holds FINRA Series 7, 24, 63, and 66 licenses, in addition to numerous insurance licenses.
Jim resides in Annapolis and enjoys staying actively involved and giving back to his community. He is the former Generals Highway Athletic Association Treasurer and previously coached youth athletics. In his free time, Jim enjoys spending time with his wife Sherri and their two children.
Raelyn began her career at Cambridge in 2011. Since that time, she has built extensive experience working with new accounts and account transfers. She attended Indian Hills Community College for Health Information Technology and has completed Cambridge training for Service Excellence. Raelyn plays a key role on the Cambridge Source team by assisting rep advisors with client paperwork and making phone calls.
In her free time, Raelyn ejoys spending time with her husband and daughter. She also enjoys participating in rodeos, riding horses, hunting and camping.
Check the background of investment professionals on FINRA’s BrokerCheck
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to fivestarprofessional.com.