Biography

Over the years, I have found the saying, “A goal without a plan is just a wish” to be especially true when it comes to personal finance. I care deeply about helping families turn wishes into achievable goals through thoughtful and holistic financial planning. As my clients’ personal “CFO”, I guide families in all aspects of wealth management, including investment management, retirement planning, and charitable gift planning. I do all I can to listen carefully to clients’ concerns and needs, helping them create financial plans that match their values and goals so they can achieve success.

I am a graduate of Messiah College, a CERTIFIED FINANCIAL PLANNER™, and I hold the Retirement Income Certified Professional designation from the American College. I am involved with various non-profit organizations, including Young Life, Hustle Phoenix, and Generous Giving. I serve as a board member of the National Christian Foundation Southwest. I love to hike, fly fish, and I am aspiring to play the guitar. My wife, Emily, and I have two children and live in downtown Phoenix, Arizona.

Biography

I joined Eaton-Cambridge as a CPA in August 2019, and became a valued tax partner in 2020. An Arizona State University graduate, I specialize in small businesses, nonprofits, entity selection, and complex individual tax situations. I am an avid learner and strive to remain current with constantly changing tax regulations.

I love direct client contact, working on a variety of projects, and assisting business owners with their unique tax situations. I am diligent in sharing my knowledge with clients in one-on-one settings and through interactive seminars, helping them to become better equipped to make sound business decisions relating to taxes.

Having spent most of my life in the Phoenix area, I consider myself an Arizona native. My desire to assist in the success of those around me benefits not only my work, but my home life as well. As a proud mother of six, I have had the privilege of sharing these traits and my diligent work ethic with my children (who are improving every day!). In my free time, I love working on home projects, spending time with my children, and serving at my local church.

Biography

I am the Founder of Eaton-Cambridge, offering comprehensive wealth building strategies: investment, tax, and estate planning. I am board certified by the American Institute of Certified Public Accountants with the specialty designation Personal Financial Specialist. I am a graduate of Arizona State University and Covenant Theological Seminary.

A former tax partner at BKD, LLP, one of the ten largest U.S. CPA and advisory firms, I now focus on comprehensive wealth building using Modern Portfolio Theory, building individual client portfolios that maximize profits per unit of investment risk. By utilizing institutional quality asset class-based mutual funds, I am able to implement proven investment strategies not usually accessible to individual investors.

I am a trusted advisor to my clients for their most significant financial and personal concerns. Many consult me for advice on investments and estate planning, as well as sensitive issues such as coping after the death of a spouse, choosing a nursing home, or facing a lawsuit. I am married with seven children and nineteen grandchildren (so far). I am very involved in ministry at my local church, and I serve as a spiritual mentor to young men and their families.

Biography

I joined Eaton Cambridge as a Financial Advisor in November 2021. After graduating from the University of Phoenix in 2012, with a Bachelor’s in Business Management and Entrepreneurship, I have dedicated myself through various endeavors to helping others understand the importance of wise wealth management.

Starting in 2018, I began a more focused pursuit of Financial Planning as a Broker and Financial Advisor, while simultaneously building my knowledge and expertise through studying and acquiring my licenses.

I am passionate about helping clients build bright and confident financial futures. I am especially interested in educating clients so they can make financial decisions with wisdom and clarity.

In addition to my passion for wealth management, I am a family man. My wife, Megan, and I have four children. We are involved in ministry, and I serve on the diaconate at my local church in downtown Phoenix, Arizona.

Biography

I serve as the first point of contact for clients as the Client Service Manager. I graduated from Sacramento State University with a degree in communication, and I have experience in a variety of industries, including financial technology, professional services, retail, and manufacturing.
​
Through my career, I have developed a passion for connecting with and serving clients where I am able to exercise my creativity. I live in Phoenix with my daughter, and I enjoy engaging with my local community and church.

Biography

Since 2017, I have worked in the Payroll/HR and Financial Services industries, holding various roles from technical lead, to new hire coach and director of operations. I am an Arizona State graduate with a degree in Computer Information Systems and currently hold the Chartered Financial Consultant [ChFC] designation from The American College.

My strengths lie heavily in identifying creative ways to serve people by analyzing data, streamlining processes, and tapping into my effective organizational skills and innate attention to detail. I thrive in an environment where my primary focus is to empower people and equip them with tools necessary for success. My motivation and fulfillment stem from witnessing those I have served overcome obstacles as a direct result of the effective mentorship and support I have delivered. At Eaton-Cambridge, I put my strengths to work behind the scenes in an effort to provide greater bandwidth to the wonderful team here who serve you directly.

Having a Type A personality by default, I find balance in the creative arts by writing music and practicing photography and videography. My wife, Stephanie, and I have a huge love for traveling the world and documenting our adventures along the way, with at least a couple of trips always on the calendar. At home in Mesa, Arizona, we enjoy playing tennis, going on hikes and walks, riding bikes, reading and sharing books, and planning future trips.

Biography

I am delighted to be a part of the Eaton-Cambridge team since November 2023, having relocated from Boston, Massachusetts. My journey in the world of finance has been both enriching and diverse, shaped by my academic pursuits and a genuine passion for client service.

I earned my Bachelor’s degree in Finance from Johnson and Wales University, where I laid the foundation for my understanding of financial principles. Building upon this, I further honed my skills by obtaining an MBA degree with a concentration in Accountancy from Fitchburg State University. This dual qualification has equipped me with a comprehensive business background, positioning me as a versatile professional, capable of navigating the complexities of various industries.

Currently on the path to becoming a Certified Public Accountant (CPA), my commitment to professional excellence is unwavering. This ongoing pursuit reflects my dedication to providing top-notch service and expertise to our valued clients at Eaton-Cambridge.

Beyond the world of numbers and financial strategy, I am an avid supporter of Boston sports, proudly carrying my love for the city wherever I go. In my downtime, I find joy in maintaining a healthy lifestyle through regular workouts and indulging in the exploration of new and exciting restaurants.

Biography

I graduated from Arizona Christian University with a bachelor’s degree in Business Administration, where I focused on business and accounting, while also nurturing my faith. At ACU, the business department provided me with a solid foundation in business principles and finances, enabling me to excel in diverse areas. 

Spending most of my life on a team, I am motivated by the power of collaboration and teamwork. I strongly believe that individuals working together toward a common goal can achieve remarkable results. Alongside this, my passion for making a difference in the community drives me forward. I remain eager to learn, adapt, and support others to succeed in their endeavors.

Beyond my educational and career pursuits, I cherish spending quality time with my family and loved ones. During our free moments, we come together, enjoying each other’s company and building strong bonds. They are a support to me in both good and challenging times. 

Biography

I joined Eaton-Cambridge in August 2023. Once my years of being a stay-at-home mom ended with the enrollment of our youngest child in school, it became clear that I would join Eaton-Cambridge in an official capacity. As the wife of Managing Partner Marc, I wanted to support the firm and the many wonderful clients we serve in a more direct way. Through administrative support and assistance with office operations, I help our wonderful team deliver an excellent client experience.

I graduated from Messiah College with an English degree. I have more than 10 years of experience working in fundraising and grant writing for various organizations. Applying my writing, strategic thinking, and detailed organizational skills, I am happy to assist our clients in building bright and confident futures.

I enjoy living in and exploring central Phoenix with my family. I love supporting our children’s school, reading, lifting weights and getting my creative juices flowing through dance and art.