Spirit of Cambridge Awards Presented to Mark Mitchell, Cheryl Patterson and Steve Przewlocki
Cambridge recognizes advisors for client service and commitment to core values
FAIRFIELD, IA – August 24, 2015 – Cambridge Investment Research, Inc. (Cambridge), one of the nation’s top-tier independent broker-dealers, announced it has awarded three Cambridge advisors – Mark Mitchell, Cheryl Patterson, and Steve Przewlocki – the Spirit of Cambridge Award for 2015. These honorees were recognized on stage during Cambridge’s annual Ignite conference in Washington, D.C.
“The Spirit of Cambridge award is an outstanding way to celebrate advisors whose dedication to serving their clients includes ideals aligned with Cambridge’s core values of integrity, commitment, flexibility, and kindness,” said Amy Webber, Cambridge’s President. “This is one of my most favorite awards because our home office associates’ votes name the honorees, and I am proud for Mark, Cheryl, and Steve to receive this recognition this year.”
Mark Mitchell is a Certified Financial PlannerTM practitioner and a Certified Retirement Counselor at Retirement Plan Advisors, with nearly 30 years of financial services experience. Mitchell is located in South Lyon, Michigan and joined Cambridge in 2000.
Cheryl Patterson is the co-founder of Hart & Patterson Financial Group, located in Amherst, Massachusetts, with over 30 years of experience in the financial industry. Patterson joined Cambridge in 2004.
Steve Przewlocki is a managing director of Przewlocki James, Inc., located in Tucson, Arizona. With nearly 40 years of experience in the financial industry, he joined Cambridge in 2004.
About The Spirit of Cambridge Award The Spirit of Cambridge Award is awarded annually to independent financial advisors who are committed to serving their clients while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Each year, our home office associates select three award recipients from a pool of outstanding advisors who have been affiliated with Cambridge for at least 10 years.
The awards are presented during our national conference, Cambridge Ignite, and to further honor their spirit, Cambridge makes a $1,000 donation to a qualified charity of each recipient’s choice. Given their dedication to their clients, Cambridge, and the financial services industry as a whole, this is a well-deserved award for each honoree. Spirit of Cambridge honorees to date include:
2015 Spirit of Cambridge Honorees: Mark Mitchell, Cheryl Patterson, and Steve Przewlocki
(See bios above)2014 Spirit of Cambridge Honorees: Tom Bode, Karl Elsass, and John Rathbun Tom Bode is the president of Bode Financial Group, LTD., located in Racine, Wisconsin. With 25 years of experience in the financial industry, he joined Cambridge in 1997. Karl Elsass is the president of Elsass Financial Group, Inc., located in Wadsworth, Ohio. The firm is a fifth generation family business, and Elsass joined Cambridge in 2003 with over 20 years of experience in the financial industry. John Rathbun is a Certified Financial Planner™ practitioner at Graf & Company Financial Management, located in Fairfield, Iowa. He joined Cambridge in 2003 with over 25 years of experience.
2013 Spirit of Cambridge Honorees: Bryan Kelly, Tim Shmidl, and Gerry Steffes Bryan Kelly is the branch manager and co-founder of The Kelly Financial Group, LLC, located in Bel Air, Maryland. He serves his clients with over 20 years of experience as a financial advisor. He became a Certified Financial Planner™ practitioner in 1998 and joined Cambridge in 2000. Tim Shmidl is the branch manager of Prism Financial Group, LLC, located in Overland Park, Kansas with over 25 years of experience. He became a Certified Financial Planner™ practitioner in 1990 and joined Cambridge in 1999. Gerry Steffes is the branch manager of Steffes Financial, LTD, located in Overland Park, Kansas. He serves his clients with over 21 years of experience in the financial industry and joined Cambridge in 1997.
2012 Spirit of Cambridge Honorees: Lisa Heath, Robert Pugliese, and Gary Wargo Lisa Heath is the managing partner of Financial Partners of Louisiana, LLC located in Lafayette, Louisiana, with over 25 years of experience as a financial advisor. She became a Certified Financial Planner™ in 1993 and joined Cambridge in 2001. Bob Pugliese is the Chairman and Chief Executive Officer of Premier Wealth Management located in Mechanicsburg, Pennsylvania, with over 40 years of industry experience. In 1999, he founded Premier Wealth Management and joined Cambridge. Gary Wargo is the branch manager and founder of Integra Financial Management, Inc. located in Clearwater, Florida, with 26 years of experience
About Cambridge:
Cambridge Investment Research, Inc. (Cambridge), member FINRA/SIPC, is among the largest privately owned independent broker-dealers in the country. Over 30 years ago*, the firm led the industry with the development of hybrid service models to support freedom of choice as well as open architecture fee and commission platforms. Today Cambridge supports approximately 2,700 independent financial professionals nationwide who serve their clients as registered representatives and investment adviser representatives, choosing to use either Cambridge’s firm Registered Investment Advisor or their own. www.joincambridge.com
For more information contact:
Cindy Schaus – First Vice President, Public Relations and Creative Marketing, 641-470-1225 cindy.schaus@cir2.com; Morgan Von Ahsen – Associate Director, Public Relations and Creative Marketing, (morgan.vonahsen@cir2.com); Steven Cherry – Account Executive, Public Relations and Creative Marketing, 641-209-8444 steven.cherry@cir2.com
*Cambridge and its predecessor broker-dealer
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research