Richmond, VA 3900 Westerre Pkwy. Office

Kenneth Jones is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2016 and with Cambridge Investment Research, Inc. since 2011. Jones serves as a board member of the Full Circle Grief Center. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and proprietary and third-party model strategies tailored to client objectives.

Philip Beethoven Wilson is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Minnesota Life Insurance Co, Securian Financial Services Inc, and Virginia Asset Management. He is also involved in several entrepreneurial ventures, including ownership positions in PBW Financial LLC and Ephesians 210 LLC. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals and retirement plans to charitable organizations and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and multiple platform arrangements.

Michael Thaler is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors since 2011. Outside of his advisory role, he is president of Effective Ministries Inc., which supports ministries in Africa, and owns My Purpose Plan LLC, a business focused on creating inspirational and educational materials. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple investment platforms and both proprietary and third-party strategies.

Karen Redding is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her background includes roles at Avantax Advisory Services and Avantax Investment Services, and she is also the owner of Karen Redding LLC, which operates Liberty Tax Service. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides a variety of investment implementation options and maintains proprietary and unaffiliated model strategies tailored to client objectives.

Kenneth Elkins is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Cambridge since 2011. Elkins serves as a board member for the Cooperative Baptist Fellowship Church Benefits Board and volunteers with Christopher Newport University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. 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 portfolio management approaches and proprietary model strategies.

Michael Mills is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he serves as a committee member for the Boy Scouts of America Troop 709, assisting with promotions, community service, and administration. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, delivering a range of portfolio management and model-based solutions tailored to client objectives.

David Saunders is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, Saunders is involved as a committee member with Scouts BSA Troop 521 and serves on the board of the Hanover Education Foundation. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides both discretionary and non-discretionary investment strategies through independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple custody and platform arrangements.

Haider Sharifi is a CFP® professional with 20 years of experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2013. Outside of financial advising, Sharifi is a musician and owner involved in the music and entertainment industry, and he serves as treasurer for a local men’s golf association. 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, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.