Spring, TX Office

Lisa Calloway is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2020 and previously worked at H.D. Vest Advisory Services and related entities from 2015 to 2020. Outside of her advisory role, she owns Focus Forward Divorce Planning, a divorce planning service based in Spring, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Dennis Sump is a financial advisor with Cambridge Investment Research Advisors in Spring, TX, holding a Series 66 credential and having 10 years of industry experience. Prior to joining Cambridge in 2018, he worked at Edward Jones from 2015 to 2018. He is the owner of LKS Wealth Management, LLC in Spring, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment platform options and combines proprietary and third-party model strategies, with documented disclosures and compliance features tied to its institutional scale.