Our team of associates is committed to helping you define your financial goals, identify solutions to meet those goals, and design a plan to achieve financial independence. Our unique team approach surrounds you with professionals, who help you create personal strategies to minimize taxes and achieve your financial dreams.
NOTE: Cambridge is not affiliated with any of the entities listed.
Associate Office Locations
This map is updated regularly. Offices are listed by associate’s last name. To see the full listing, click the icon at the top left, then expand the list of “all items.”
Click on the associate name or the blue pins on the map for specific information.
Maximize the map by clicking at the top right, or zoom into a specific location for a better view.
Meet the Associates
David Beltran
Financial Professional
Gateway Financial Advisors, Inc.
david@gfainvestments.com
Office: 650-425-3665
Direct: 650-425-3665
Location: San Mateo, CA
Roland Bergman
CFP®, ChFC®, CASL®, AIF®, CLU® Gateway Financial Advisors, Inc.
roland@gfainvestments.com
Office: 650-743-0225
Direct: 650-743-0225
Location: San Mateo, CA
Website >>
David Bobrowsky
CFP®, ChFC®, CLU® Gateway Financial Advisors, Inc.
dbobrowsky@gfainvestments.com
Office: 925-322-0799
Direct: 510-928-3286
Location: Walnut Creek, CA
Wes Booker
LUTCFGateway Financial Advisors, Inc. Wes Booker Agency Inc. AR NPN#7470669
wbooker@gfainvestments.com
Office: 870-663-0028
Location: Maumelle, AR
Rickey Bowen
Independent Financial PlannerGateway Financial Advisors, Inc.
rickey.bowen@gfainvestments.com
Office: 408-515-3368
Direct: 408-515-3368
Location: 111 North Market Street
Suite 300
San Jose, CA 95113
Robert Burke
Financial Professional bob.burke@cambridgesecure.com
Office: 585-381-1868
Direct: 585-415-2269
Location: Brentwood, TN
Christina Caldwell
Wealth Manager RiverOak Wealth Managment
ccaldwell@gfainvestments.com
Office: 660-259-2777
Direct: 816-726-5874
Location: Lexington, MO
Phillip Carrell
Financial Professional JR Canon and Associates
phil@gfainvestments.com
Office: 575-393-4577
Direct: 575-302-1314
Location: Hobbs, NM
Jeff Coleman
Financial Professional Gateway Financial Advisors, Inc.
JColeman@gfainvestments.com
Office: 816-427-7899
Direct: 816-898-7037
Location: Grain Valley, MO
Chad Cooper
MBA, Financial Professionalchad@gfainvestments.com
Office: 505-585-5595
Direct: 505-688-4726
Location: Land O’ Lakes, Florida
Jack Dominge
SNPGjack@uptrex.com
Office: 650-397-9600
Cell: 650-397-9600
Location: Santa Clara, California
Jeff Farley
CFP®, AIF® The Solutions Group
jfarley@gfainvestments.com
Office: 713-899-7955
Direct: 713-899-7955
Location: Katy, TX
Ryan Ferguson
AIF® retireSmart
ryan@retireSmartNM.com
Office: 505-835-7600
Direct: 505-835-7600
Location: Albuquerque, NM
Sean M Fitzpatrick
CEO/Founder The Wealth Management Center
sean@thewealthmanagementcenter.com
Office: (805) 730-0505
Location: Westlake Village, CA
Amanda Foster
CFP®, CRPS® Practical Financial Solutions
amanda@practical-financial.net
Office: 256-602-1108
Direct: 256-683-4110
Location: Huntsville, AL
Website >>
Fochson Fung
AIF® Gateway Financial Advisors, Inc.
fochson@gfainvestments.com
Office: 650-577-5788
Direct: 408-398-8000
Location: San Mateo, CA
Aprilyn Chavez Geissler
Financial Advisor Gateway Insurance and Financial Services
aprilyn@gfainvestments.com
Office: 505-585-5595
Direct: 505-503-1772
Location: Albuquerque, NM
Diane Hall
Julie Ping He
CFP®Gateway Financial Advisors, Inc.
jhe@gfainvestments.com
Office: 408-507-9328
Direct: 408-507-9328
Location: 18809 Cox Avenue
Hans Heath
Founding PartnerPraxis Consulting & Financial Services
hans@praxiscfs.com
Office: 801-410-0739
Location: Austin, TX
Lance Hocutt
Lance Hocutt
AIF®CRPC
Office: 505-585-5595 Ext 128
Direct: 205-345-9733
Location: Tuscaloosa, AL
Website >>
Maxwell Jones
maxwell.jones@cambridgesecure.com
Office: 503-558-6454
Direct: 360-258-3420
Location: Riverview Bank, Vancover, Wa.
Personal office: Lake Oswego, OR
Hae Jung Kim
AIF®Gateway Financial Advisors, Inc.
HaeJung@gfainvestments.com
Office: 408-636-3365
Direct: 415-309-6406
Location: Brisbane, CA
Jay Kim
Wealth Advisor Gateway Financial Advisors, Inc.
jkim@gfainvestments.com
Office: 916-565-7606
Location: Sacramento, CA
David King
Financial Professional Gateway Financial Advisors, Inc.
david.king@gfainvestments.com
Office: 225-978-1005
Direct: none
Location: New Orleans, LA
Nico Koop
Registered Principal Director of ComplianceGateway Financial Advisors, Inc.
Nico@gfainvestments.com
Office: 505-585-5595 Ext 118
Direct: 727-421-5484
Location: Clearwater, FL
Heide Lee
PhD, ChFC®, CLU® heidelee@hlee1financial.com
Office: 617-876-7068
Direct: 617-682-8868
Location: Cambridge, MA
Zachary Lemasters
zach@gfainvestments.com
Office: 505-585-5595 ext. 101
Location: Albuquerque, NM
Mike Liu
IAR Gateway Financial Advisors, Inc.
mikel@gfainvestments.com
Office: 408-728-4350
Direct: 650-798-4831
Location: San Jose, CA
Website >>
Brian Lombardo
CFP®, CPA Gateway Financial Advisors, Inc.
blombardo@gfainvestments.com
Office: 408-728-4350
Direct: 408-421-6188
Location: Franklin, TN
Website >>
Dustin Ma
Financial Professional LampPost Planning
dustin@lamppostplanning.com
Office: 510-488-3634
Direct: 510-488-3634
Location: Oakland, CA
Hawley MacLean
LUTCF®, CLTC, CFS hawley@macleanfinancialgroup.com
Office: 775-329-3041
Direct: 775-742-1999
Location: Reno, NV
Website >>
Douglas McAllister
Financial Professional Gateway Financial Advisors, Inc.
dmcallister@gfainvestments.com
Office: 415-519-1319
Direct: 415-519-1319
Location: San Francisco, CA
David McCaman
CPA, Financial Professional Gateway Financial Advisors, Inc.
davem@gfainvestments.com
Office: 408-202-1481
Direct: 408-202-1481
Location: San Jose, CA
Bud McRae
Financial Professional Gateway Financial Advisors, Inc.
Budmcrae@riverviewtrust.com
Direct: 360-759-2439
Brian McRae
Brian McRae
Financial Professional
Direct: 914-672-8217
Location: Beverly Hills, CA
Richard L. Miller
CLU©, ChFC©, CAP©, CASL©, LUTCF Richard L Miller, LLC
richard@thatrichardmiller.com
Office: 509-902-1850
Direct: 509-910-5000
Location: Yakima, WA
Michael Newell
Partner RetireSmart NM
mike@RetireSmartNM.com
Office: 505-835-7600
Direct: 505-835-7600
Location: Albuquerque, NM
Website >>
Max Nohr
Tom Nohr
Tom Nohr
Nohr PlannersTom@nohrplan.com
Office: 510-888-7171
Cell: 510-427-2828
Michael Olff
CFP®, CRTP Gateway Financial Advisors, Inc.
molff@gfainvestments.com
Office: 925-322-8067
Direct: 925-354-7602
Location: Walnut Creek, CA
Harry Panosian
CFP®, CDFA®, ChFC®, AIF® Gateway Financial Advisors, Inc.
harry@GFAinvestments.com
Office: 480-699-1055
Direct: 602-320-1900
Location: Scottsdale, AZ
Sean Pettengill
Financial Professional Pettengill Financial Services, LLC
seanpettengill@cambridgeresource.com
Office: 413-532-8800
Direct: none
Location: South Hadley, MA
Adam Phillipich
Investment Advisor Representative C-Phase Financial
adam@cphasefinancial.com
Office: (952) 250-4036
Direct: (952) 250-4036
Location: Eden Prairie, MN
Art Rossetti
Insurance Agent Gateway Insurance Group
art@artrossetti-insurance.com
Office: 209-589-0770
Direct: 209-595-8906
Location: Manteca, CA
Rene Ruiz
Financial Professional Nexus Financial Solutions
rene@nexusfinancialsolutions.com
Office: 210-621-7652
Location: San Antonio, TX
Cindy Shi
CPA One Stop Financial Services, Inc.
cindyshi@cindyshicpa.com
Office: 408-873-1021
Direct: 408-893-6356
Location: Cupertino, CA
Marcus Sikors
Managing DirectorManor Ridge Wealth
Craig Snavley
ChFC®, CLU®,CASL®, RICP® Snavely Financial Group
craig@snavelyfinancialgroup.com
Office: 314-416-2607
Direct: 314-651-7432
Location: St. Louis, MO
Website >>
Bradley Stewart
CRPC®, APMA™, Wealth ManagerThe DFS Group, LLC
brad@thedfsgroupllc.com
Office: 972-417-2900
Location: Richardson, TX
Website >>
Marika Somorjai
Financial Professional Future Legacy
marika@futurelegacy.com
Office: 669-205-7130
Direct: 669-205-7130
Location: San Jose, CA
Website >>
Richard J. Testa Jr.
Richard J. Testa, Jr., CFP®
Financial Professional
Testa Associates, LLC
rtesta@testaassociates.com
Office: 508-655-2410
Location: Natick, MA
Website >>
Thomas Tollefson
Financial Professional C-Phase Financial
tom@cphasefinancial.com
Office: 763-482-9171
Direct: 763-482-9171
Location: Eden Prairie, MN
Elliot Treinen
Financial Professional Gateway Financial Advisors
elliot@gfainvestments.com
Office: 505-585-5595 ext. 128Location: Albuquerque, NM
Brent Ugalade
Financial ProfessionalGateway Financial Advisors, Inc
bugalde@gfainvestments.com
Office: 209-551-3051
Location/s: Yerington Ct, Modesto, CA
Gail Van Nest
CFP®, CEPA®, CExP®, ChFc®, RICP®, CLTC® Bridgepoint Financial
gvannest@bridgepointfinancial.net
Office: 713-586-2502
Direct: 713-304-8773
Fax: 713-255-7895
Location: Houston, TX
Brent Ward
Financial Professional Award Financial Group
bward@awardfinancialgroup.com
Office: 916-685-1038
Direct: 916-765-7006
Location: Elk Grove, CA
Website >>
Sarah Whittaker
Financial Professional Gateway NW Wealth Advisors
sarah@gatewaynw.com
Office: 360-726-2370
Direct: 360-207-2245
Location: Battle Ground, WA
Website >>
David Williams
Andrew Wittich
MBA Bridgepoint Financial
andy@bridgepointfinancial.net
Office: 832-356-3727
Direct: 713-269-4556
Location: New Orleans, LA