Cambridge Financial Group, LLC

Brandon Hodgeson is a CFP® with nine years of industry experience. He has worked at Cambridge Financial Group, LLC since 2017 and previously held roles at J.P. Morgan Securities and JPMORGAN Chase Bank. Cambridge Financial Group serves individuals and families, including high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management with integrated tax, estate, risk-management, and retirement services. The firm emphasizes tax-aware portfolio construction using no-load mutual funds, ETFs, fixed income, and may provide cryptocurrency exposure for suitable clients.

Daniel Cossette is a CFP® professional with three years of industry experience. He has worked at Cambridge Financial Group, LLC since 2023 and previously held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of his financial advisory work, his family is involved with Heal Equine, LLC, which provides Equine Facilitated Life Skills for adults and children. Cambridge Financial Group serves individuals and families, including high-net-worth clients, offering holistic financial planning and discretionary portfolio management with integrated tax, estate, risk management, and retirement planning services. The firm employs a fee-only model and builds portfolios tailored to clients’ tax situations, risk tolerance, and goals, using primarily no-load mutual funds, ETFs, fixed income, and cash instruments, while also providing cryptocurrency exposure for qualified clients.

Alicia Klein is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cambridge Financial Group, LLC since 2011. She holds a Series 65 license and participates in professional organizations as a board member for both the Financial Planning Association of Southern Arizona and the Arizona College of Podiatric Medicine. Cambridge Financial Group provides holistic financial planning and investment advisory services to individuals and families, including high-net-worth clients. The firm integrates investment management with tax, estate, retirement, and risk-management planning, typically managing accounts on a discretionary basis and tailoring portfolios to clients’ tax situations, risk tolerance, and goals.

Bonnie Courtney is a financial advisor with Cambridge Financial Group, LLC in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Cetera Advisors-affiliated firms and Barre3 Tucson. Cambridge Financial Group serves individuals and families, including high-net-worth clients, by providing holistic financial planning and investment advisory services that integrate tax, estate, retirement, and risk-management disciplines. The firm typically manages accounts on a discretionary basis and constructs portfolios tailored to clients’ tax situations, risk tolerance, and goals.

Cole Mcclarren is a financial advisor with Cambridge Financial Group, LLC in Tucson, AZ, holding a Series 65 credential and 12 years of industry experience. He has been with Cambridge Financial Group since 2013. Cambridge Financial Group serves individuals and families, including high-net-worth clients, by providing holistic financial planning and investment advisory services that integrate investment management with tax, estate, retirement, and risk-management planning. The firm typically manages accounts on a discretionary basis, constructing portfolios tailored to each client’s tax situation, risk tolerance, and goals.