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Kyla W

Series 63, Series 65

Stowe, VT

Cambridge Investment Research Advisors

Kyla Westover is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with MML Investors Services and Mass Mutual Life Insurance Company. Outside of her advisory role, she has been involved with several local businesses in Vermont, including the Mad River Glen Cooperative and the Pitcher Inn. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides customized investment strategies across multiple platform arrangements and maintains both proprietary and third-party model solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Carl H

Series 66

Stowe, VT

Cambridge Investment Research Advisors

Carl Haasper is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has four years of industry experience, including prior roles at MassMutual Life Insurance Company and Hornor, Townsend & Kent. Outside of his advisory work, Haasper is the founder of Green Mountain Accounting & Tax P.C., a tax services firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, delivering customized strategies across multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Nathan G

CFA®, Series 63, Series 65

Stowe, VT

Cambridge Investment Research Advisors

Nathan Gourd is a CFA® charterholder with five years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience at firms including MML Investors Services LLC, Mass Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, he is involved with Hoogenboom Wealth Management. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a variety of implementation options through independent Financial Professionals, featuring proprietary and third-party model strategies and a range of discretionary and non-discretionary portfolio management approaches.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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