Smart Money Experience

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™

BAI Partnership
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
Director of Cambridge Legacy Agency Group

972-267-8181

RoleBioBeliefs
Ben Dean
Director of Advisor Services

972-267-8181

RoleBioBeliefs
Ben Carroll
Chairman & CEO

972-267-8181 x151

RoleBioBeliefs
Bess Grant
Assistant Marketing Director

972-267-8181

RoleBioBeliefs
Betty Haney
RIA Assistant

972-267-8181 x132

RoleBioBeliefs
Brad Carroll
VP of RIA Operations

972-267-8181

RoleBioBeliefs
Brian Koepp
Director – Cambridge Legacy Advisors, Inc.

972-267-8181 x153

RoleBioBeliefs
Debbie Watson
Director of Technology Systems

972-267-8181

RoleBioBeliefs
Dee Carroll
Executive Vice President

972-267-8181 x151

RoleBioBeliefs
Dustin Maxwell
Licensing & Advisor Support

972-267-8181

RoleBioBeliefs
Gary Attaway
Director of IT

972-267-8181 x180

RoleBioBeliefs
Greg Arender
Controller

972-267-8181
Greg Boyd
President & CFO

972-267-8181
Guy Serrano
Business Development and Due Diligence

972-267-8181
Gwen Carter, PH.D
Leadership & Legacy Coach
Director of Human Resources
972-267-8181

RoleBioBeliefs
Jill Talman
Marketing Consultant

972-267-8181

RoleBioBeliefs
John Mahoney, Attorney at Law
General Counsel

281-444-2220

RoleBioBeliefs
Leah Shores
Director of Training and Transition

972-267-8181 x140

RoleBioBeliefs
Marlo Sullivan
Commissions and Advisor Support

972-267-8181
Nathan Deland
OSJ Support

972-267-8181

RoleBioBeliefs
Sandy Dickinson
Executive Administration and Officer Manager

972-267-8181 x152

RoleBioBeliefs
Suzanne Kim
OSJ Support

972-267-8181

RoleBioBeliefs
Tom Fincher
Director of Cambridge Legacy Securities
and Chief Compliance Officer

972-267-8181

RoleBioBeliefs
Tyler Talman
Transition & Advisor Relations

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

The Smart Money Experience™ is a registered mark of Cambridge Legacy Group, Inc. at www.clgsite.com.
Values Based Financial Planning™ , Financial Road Map® and Success Road Map® are the registered mark of
Bachrach and Associates, Inc. All rights reserved.

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.
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, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI, WV
and WY. Copyright © 2011 The Cambridge Legacy Group. All Rights Reserved

Compensation & Conflicts of Interest