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Jonathan S

Series 63, Series 65

Omaha, NE

Cambridge Advisors Inc

Jonathan Spangler is a financial advisor at Cambridge Advisors Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Woodmen Financial Services, Inc. for ten years before joining Cambridge Advisors in 2024. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with customized investment management and financial planning services. The firm manages over $600 million with a small employee-owned team and offers a range of portfolio strategies including private and digital-asset products.

Retirement income strategy Wealth management Private / alternative investments Life insurance needs analysis Retired Founder/Business Owner Approaching retirement Established Professionals
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Justin A

Series 63, Series 66

Omaha, NE

Cambridge Advisors Inc

Justin Anderson is a financial advisor at Cambridge Advisors Inc with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cambridge Advisors since 2007. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with investment management and financial planning services. The firm emphasizes diversified asset allocation and employs a fundamental, growth-at-a-reasonable-price approach for equities alongside a laddered buy-and-hold strategy for bonds.

Retirement income strategy Wealth management Private / alternative investments Life insurance needs analysis Retired Founder/Business Owner Approaching retirement Established Professionals
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Lori L

CFA®, Series 65

Omaha, NE

Cambridge Advisors Inc

Lori Liffring is a CFA® charterholder with over 32 years of experience at Cambridge Advisors Inc., where she has worked since 1994. She holds a Series 65 license and is based in Omaha, NE. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with investment management and financial planning services. The firm emphasizes customized portfolios with diversified asset allocation and follows a fundamental, growth-at-a-reasonable-price approach for equities, while also offering retirement plan services and recently expanded to include private and digital-asset products.

Retirement income strategy Wealth management Private / alternative investments Life insurance needs analysis Retired Founder/Business Owner Approaching retirement Established Professionals
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Michael B

ChFC®, Series 63, Series 65

Omaha, NE

Cambridge Advisors Inc

Michael Bridgman is a ChFC® credentialed financial advisor with 26 years of industry experience, currently serving at Cambridge Advisors Inc since 1999. He is based in Omaha, NE, and holds Series 63 and Series 65 licenses. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with customized investment management and financial planning services. The firm emphasizes diversified asset allocation and a fundamental growth-at-a-reasonable-price approach, managing over $600 million with a small, employee-owned team.

Retirement income strategy Wealth management Private / alternative investments Life insurance needs analysis Retired Founder/Business Owner Approaching retirement Established Professionals
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