Broker Check

Who We Are

The Cambium Difference

Rooted in decades of service, stewardship, and innovation.

Over the years, we've seen firsthand how complex financial planning can be. These insights have driven us to continually hone our expertise and invest in advanced technology so we can serve our clients with confidence, clarity, and precision.

Today, our firm is known for guiding and educating individuals in a clear, approachable way that empowers them to understand personal finance and what it takes to achieve their goals. Here’s what we believe sets Cambium apart.

Passion

We genuinely care about helping clients achieve financial confidence and independence. What we do each day is far more than a job to us. It is a mission. We treat our clients and their financial well-being in the same way we do ourselves and our own family members.

Multi-Generational

We are a multi-generational firm ourselves, and we realize that planning isn’t just for the immediate future or even one lifetime. Our goal is to help ensure our clients’ wealth makes a difference in the lives of many, for many years to come.

Community Involvement

We have deep roots in Arizona’s local communities, and we believe deeply that we all have a responsibility to care for our neighbors and give back. We also know our clients are passionate about their community, and skillfully assist them in using their wealth to leave a legacy that will have the greatest impact.

Stewardship

We understand the trust our clients have placed in us, and the vital role we play in their lives today and into the future. We are committed to being dedicated, trustworthy, and resolute guardians of our clients’ financial well-being.

Team-Focused

We are a team, and each of us has our strengths. We believe — no, we know — we are better when we work together and our clients benefit from the wisdom of a collaborative, well-coordinated advisory team.

Comprehensive Support

Fragmentation is the enemy of a long-term, carefully constructed financial plan. The right hand must know what the left hand is doing. With this in mind, we integrate wealth, law, and tax for full-picture planning. This provides a level of convenience for our clients as well. And, of course, we back it up with proactive, personalized service.

Financial Planners

Mary Huntley, CFP®

Financial Planner

Josh Szyman, CFP®

Financial Planner

Tom Taylor, CLU, CFP®

Financial Planner

Heidi Bird

Financial Planner

Deborah Reason

Financial Planner

Danielle Williams

Financial Planner, Organizational Development

Our Team

Angela Walters

Estate Planning Consultant

Anna Peterson

Paraplanner

Carrie Justice

Client Service Associate

Elaine Rothrock

Client Service Associate

Gail Lowe, CPA

Tax Consultant

Lisa Abbey

Tax Consultant

Nate Szyman, Esq.

Estate Planner

Shannon Jennings

Director of Client Operations

Sondra Ripperger

Client Operations Associate

Taylor Gagnon

Tax Associate

Tessa Richardson

Client Service Associate

Tracy Geleynse

Director of Client Services

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