ADVISOR
CANDIDATES

 

 

 

CLG Growth &
Equity Plan

What is a Trusted Advisor?
What is a Trusted Advisor?
How do you make smart choices about your money?
How do you make smart choices about your money?
How do you have a great life?
How do you have a great life?

Our Service Team

Alan Deetjen Alan Deetjen
Director of Cambridge Legacy Agency Group

972-267-8181

RoleBioBeliefs
  Ben Dean
OSJ Principal

972-267-8181

RoleBioBeliefs
Ben Carroll Ben Carroll
Chairman & CEO

972-267-8181 x151

RoleBioBeliefs
Bess Given
Technology Services Support

972-267-8181

RoleBioBeliefs
Betty Haney Betty Haney
Cashiering & Investment Advisor Support

972-267-8181 x145

RoleBioBeliefs
Brad Carroll
RIA Assistant

972-267-8181

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

972-267-8181 x153

RoleBioBeliefs
Debbie Watson
Director of Technology Systems

972-267-8181

RoleBioBeliefs
Dee Carroll Dee Carroll
Executive Vice President

972-267-8181 x151

RoleBioBeliefs
Dustin Maxwell
Compliance Support

972-267-8181

RoleBioBeliefs
Gary Attaway Gary Attaway
IT Support

972-267-8181 x180

RoleBioBeliefs
John Capps Greg Boyd
CFO

972-267-8181

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

972-267-8181

RoleBioBeliefs
Jay Singleton Jay Singleton
Controller

972-267-8181 x137

RoleBioBeliefs
Jill Talman
Director of Marketing

972-267-8181

RoleBioBeliefs
John Mahoney John Mahoney, Attorney at Law
General Counsel

281-444-2220

RoleBioBeliefs

Kari Kessler
Administrative Support

972-267-8181

RoleBioBeliefs
Leah Shores Leah Shores
Director of Training and Transition

972-267-8181 x140

RoleBioBeliefs
Sandy Dickinson Sandy Dickinson
Commissions & General Support

972-267-8181 x152

RoleBioBeliefs
Suzanne Kim
Revenue Analyst

972-267-8181

RoleBioBeliefs
Tom Fincher
CCO & COO

972-267-8181

RoleBioBeliefs
Wendy Diamond
OSJ Assistant

972-267-8181

RoleBioBeliefs
"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
Home About Us Advisors Services Contact Us Our Blogs Our Legacy

Securities offered through Cambridge Legacy Securities, L.L.C. Member FINRA and SIPC.
 MSRB Registered.

Investment advisory services offered through Cambridge Legacy Advisors, Inc.
Insurance services offered through Cambridge Legacy Agency Group, Inc.

This is not a solicitation or offer to sell securities in any states other than AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MS, MO, MT, NJ, NM, NV, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, WA, WI and WV

Copyright ©2009 The Cambridge Legacy Group. All Rights Reserved

Compensation & Conflicts of Interest