by Jon | Jul 26, 2025
704-846-8871 Tennyson Shifley Shifley and Associates Tenny has over 41 years’ experience in the financial services industry. During his career, he has provided district management and regional oversight of operations for a national financial planning...
by Jon | Jul 26, 2025
303-797-2305 Steve Paolucci Paolucci Financial As a financial advisor over the past 30 years I have helped clients navigate many varied market cycles through various stages of asset accumulation and ultimately through retirement. Along the way, our plans...
by Jon | Jul 26, 2025
602-809-2594 Thomas Moran Moran Financial Services, Inc. Thomas Moran joined Cambridge in 2018, partnering with his father and mentor, Ed Moran. Together, they have a combined forty-plus years of experience helping clients with business estate planning,...
by Jon | Jul 26, 2025
720-471-6903 Steven Ewen Centennial Capital Partners Steven Ewen aims to provide overall financial planning* services to individuals, families and small businesses. This includes retirement planning*, college savings*, asset protection, asset allocation*,...
by Jon | Jul 26, 2025
925-207-9927 Steven Doman Cambridge Investment Research Steve Doman is on the team of advisors with Cambridge Investment Research in Clayton, CA. He previously passed the Series 7, 24, and 66 and SIE exams and is registered to provide investment advice in...
