Cambridge Financial Group, LLC

Brandon Hodgeson is a CFP® professional with eight years of industry experience, currently serving as an advisor at Cambridge Financial Group, LLC since 2017. Prior to joining Cambridge, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Cambridge Financial Group provides holistic financial planning and investment advisory services to individuals and families, including high-net-worth clients. The firm integrates investment management with tax, estate, retirement, and risk-management planning, typically managing accounts on a discretionary basis with portfolios tailored to each client’s tax situation, risk tolerance, and goals.

Daniel Cossette is a CFP® professional with two years of industry experience, currently serving as an advisor at Cambridge Financial Group, LLC. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is connected to Heal Equine, LLC, an equine facilitated life skills organization managed by his wife. Cambridge Financial Group provides holistic financial planning and investment advisory services to individuals and families, including high-net-worth clients. The firm integrates tax, estate, retirement, and risk-management planning with investment management, typically managing portfolios on a discretionary basis tailored to each client’s tax situation and goals.

Alicia Klein is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cambridge Financial Group, LLC since 2011. She holds a Series 65 license and participates in professional organizations as a board member for both the Financial Planning Association of Southern Arizona and the Arizona College of Podiatric Medicine. Cambridge Financial Group provides holistic financial planning and investment advisory services to individuals and families, including high-net-worth clients. The firm integrates investment management with tax, estate, retirement, and risk-management planning, typically managing accounts on a discretionary basis and tailoring portfolios to clients’ tax situations, risk tolerance, and goals.

Penny Marchand is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Cambridge Financial Group, LLC since 2001. She holds Series 63 and Series 65 licenses and is based in Tucson, AZ. Cambridge Financial Group provides holistic financial planning and investment advisory services to individuals and families, including high-net-worth clients. The firm integrates investment management with tax, estate, retirement, and risk-management planning, typically managing accounts on a discretionary basis with portfolios tailored to clients’ tax situations, risk tolerance, and goals.

Bonnie Courtney is a financial advisor with Cambridge Financial Group, LLC in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Cetera Advisors-affiliated firms and Barre3 Tucson. Cambridge Financial Group serves individuals and families, including high-net-worth clients, by providing holistic financial planning and investment advisory services that integrate tax, estate, retirement, and risk-management disciplines. The firm typically manages accounts on a discretionary basis and constructs portfolios tailored to clients’ tax situations, risk tolerance, and goals.

Cole Mcclarren is a financial advisor with Cambridge Financial Group, LLC in Tucson, AZ, holding a Series 65 credential and 12 years of industry experience. He has been with Cambridge Financial Group since 2013. Cambridge Financial Group serves individuals and families, including high-net-worth clients, by providing holistic financial planning and investment advisory services that integrate investment management with tax, estate, retirement, and risk-management planning. The firm typically manages accounts on a discretionary basis, constructing portfolios tailored to each client’s tax situation, risk tolerance, and goals.