Cambridge Legacy Group ranks #3 among independent broker/
dealers in Back Office Support to advisors!
Click here to see the article in the
June 2010 edition of Investment Advisor Magazine

CLG's Chairman and CEO Ben Carroll talks about The Red Sea Rules and The Smart Money Experience™

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Our Service Team

Alan Deetjen Alan Deetjen
Director of Cambridge Legacy Agency Group

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Ben Dean
OSJ Principal

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Ben Carroll Ben Carroll
Chairman & CEO

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Bess Given
Technology Services Support

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Betty Haney Betty Haney
Investment Advisor Support

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Brad Carroll
RIA Assistant

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Brian Koepp Brian Koepp
Director – Cambridge Legacy Advisors, Inc.

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Debbie Watson
Director of Technology Systems

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Dee Carroll Dee Carroll
Executive Vice President

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Dustin Maxwell
Compliance Support

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Gary Attaway Gary Attaway
IT Support

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John Capps Greg Boyd
CFO

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Dr. Gwen Carter Gwen Carter, PH.D
Director of HR

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Jay Singleton Jay Singleton
Controller

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Jill Talman
Director of Marketing

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John Mahoney John Mahoney, Attorney at Law
General Counsel

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Leah Shores Leah Shores
Director of Training and Transition

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Nathan Deland
OSJ Support

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Sandy Dickinson Sandy Dickinson
Executive Administration and Officer Manager

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Suzanne Kim
Revenue Analyst

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Tom Fincher
Director of Cambridge Legacy Securities

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Tyler Talman
Marketing and Operational Support

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Wendy Diamond
OSJ Assistant

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"In the grand scheme of things, money’s not that important. It’s significant only to the extent
that it allows you to enjoy what is important to you.” --Bill Bachrach, Values Based Financial Planning
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Advisory services offered through Cambridge Legacy Advisors, Inc., an SEC Registered Investment Advisor.
Securities offered through Cambridge Legacy Securities, L.L.C. Member FINRA/SIPC and MSRB registered. OSJ: 15660 N. Dallas Parkway, Suite 700, Dallas, TX 75248. Insurance services offered through Cambridge Legacy Agency Group, Inc.
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