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Thomas S
Series 66
South Haven, MI
Cambridge Investment Research Advisors
Thomas Sharwarko is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 12 years of industry experience and has worked at Cambridge since 2014 and at Whiteford Wealth Management since 2013. Outside of his advisory roles, he owns a cleaning business and serves as president and board member of a non-public property management company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of investment strategies and custody arrangements tailored to client objectives.
Kevin W
Series 66
South Haven, MI
Cambridge Investment Research Advisors
Kevin Whiteford is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Cambridge since 2009 and also leads Whiteford Wealth Management, Inc., which he founded in 1997. Outside of advisory work, he serves as president of Great Lakes Future Solutions Inc. and has held executive committee roles within the Michigan Republican Party. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions including proprietary models and access to third-party managers, delivered across multiple platform arrangements with both discretionary and non-discretionary options.
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