Coldwater, MI Office

Barbara Wirick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2012 and has prior experience with The Variable Annuity Marketing Company dating back to 1990. Additionally, she operates independently as an insurance agent through Wirick Asset Management LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Steven Wirick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials. He has 40 years of industry experience, including roles at The Variable Annuity Marketing Company since 1986 and Cambridge Investment Research Advisors since 2008. In addition to his advisory work, he operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options through proprietary and third-party strategies, delivered by a large network of independent Financial Professionals.