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Prospective
clients, please click here for a brief description
of what to expect when you contact us.
All team members may be reached at:
770-506-7377
(phone) / 770-506-7379 (fax).
Local Salt Lake City callers may also use:
801-938-4840 (phone) / 801-770-2007 (fax).
Robert
S. Hockett, CFP® (view
bio) | email
Wealth Manager, President, Director of
Business Development
Carol Berger, CFP®
(view
bio) |
email
Wealth Manager, Trade Desk Manager
Tana Flores (view
bio) | email
Client Service Administrator, Marketing
Coordinator
Dr. Barry H. Kaplan, CFP®,
EA (view
bio) | email
Wealth Manager, Chief Investment Officer
Cheryl Leeper (view
bio) |
email
Client Service Administrator, Officer Administrator
Neil Mahoney, MBA, CFP®
(view
bio) |
email
Wealth Manager, Chief Operating Officer
Brandy K. Tindell,
MBA (view
bio) |
email
Wealth Manager
 Atlanta
Northside
115 Perimeter Center Place, NE
Suite 1060
Atlanta, Georgia 30346
View
Map
Driving
Directions |
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Atlanta Southside
505 Corporate Center Drive
Suite 105
Stockbridge, Georgia 30281
View
Map |
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Salt Lake City
8160 South Highland Drive
Suite 203
Sandy, Utah 84093
View
Map |
Remote / Virtual Relationships
We are happy to work with clients
who do not live near one of our physical offices.
Cambridge Southern currently works with clients
in 15 states from California to New Jersey
and from Oregon to Florida. We have found
that with the effective use of technology,
such as virtual web meetings, e-mail, and
teleconferences, we can work with clients
across the country.
Some virtual and remote clients choose to
travel to our offices occasionally for face-to-face
meetings. Even clients close to our offices
choose to hold some meetings via teleconference
and the internet just to avoid traffic. The
bottom line is that we can customize the logistics
of working together to meet the needs of our
clients.
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