Stowe, VT S Main Street Office

Kyla Westover is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2023. Her prior experience includes roles at MML Investors Services and Mass Mutual Life Insurance Company. Outside of financial services, she has been involved in several local businesses and cooperatives in Vermont. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary strategies and access to third-party managers, tailored to client objectives under both discretionary and non-discretionary arrangements.

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.

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.