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 25, 2025
520-639-8264 Lesley VanBorssum Cambridge Investment Research Lesley VanBorssum is a financial advisor in Tucson, AZ. She has been in practice for 20 years, the last eight years at Cambridge Investment Research, Inc. Lesley holds the Series 6, 63, and 65 licenses...
by Jon | Jul 25, 2025
480-947-5300 John Fitzgerald Fitzgerald Wealth Management Principal John Fitzgerald is a registered Investment Advisor Representative and Chartered Financial Consultant (ChFC®). John is registered in 17 states and holds the Series 6, 7, 63, 65 and 66 with over...
by Jon | Jul 25, 2025
480-283-8802 Kevin Volant Volant Financial Services Kevin Volant is a financial advisor with Volant Financial Services. He has passed his Series 6, 7, 22, 63, 65, and SIE exams. Kevin is based in Williams, Arizona, and enjoys making memories with his wife, Kelly....
by Jon | Jul 25, 2025
818-486-8488 Eric Reataza ELR Financial Planning Eric L. Reataza has a Bachelor’s degree in finance from California State University, Northridge. He has 25 years of experience and specializes in helping individuals and business owners with comprehensive...
