Cole is a Registered Investment Advisor and Financial Planner for Cambridge Financial Group, LLC. Cole is a graduate of Susquehanna University, where he earned degrees in Business Administration, with an emphasis in Finance, as well as Economics. He has passed his Series 65,his Certified Financial Planning examination, CFP®, is an Enrolled Agent, authorized to represent clients before the Internal Revenue Service. Cole is also an active member of Mensa.
Cole joined Cambridge Financial Group in 2013. He specializes in Stock Option planning, investments, and cash flow management.
Outside of work, Cole enjoys spending time with friends, cooking, watching television, and figuring out ways to optimize his life, and performance. He is currently cooking his way through The Four Hour Chef, and attempting to learn Spanish.
Alicia Reiner is a Certified Financial Planner™. She is a graduate from the University of Arizona - Eller College of Management with a BSBA in Marketing. Alicia specializes in tax strategy and savings and integrative investment plans. She is a Registered Investment Advisor and enrolled to practice before the IRS.
In her spare time, she enjoys traveling, yoga, and cooking for friends and family.
Alicia can be reached at firstname.lastname@example.org.
Cambridge Financial Group, LLC. is listed with the States of Arizona and California as a Registered Investment Advisor. The firm will not solicit or accept business in any state in which it is not properly registered or qualified to conduct business by virtue of a state "de minimus" exemption. The purpose of this web site is limited to the dissemination of general information regarding the services offered by Cambridge Financial Group, LLC and does not provide investment advice. This site is not intended to be a solicitation or offer to sell investment advisory services to residents of any state in which Cambridge Financial Group, LLC. is not currently authorized to do so.