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At Cambridge Southern Financial Advisors, we have assembled
dynamic team with a breadth of life experience and depth
of professional expertise. A summary of our team members’
roles, primary duties, and office locations is listed
below. You may click on the links below to read a more
detailed description of each person’s background.
Please visit our Contact
Us Page for e-mail addresses and phone numbers.
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Rob
Hockett, CFP® is Cambridge Southern’s
President, Founder, and Director of Business Development.
As a Wealth Manager, Rob specializes in working
with successful executives and business owners,
many of whom are healthcare professionals. Rob works
out of both Atlanta offices and the Salt Lake City
office.
(view
bio) |
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Carol
Berger, CFP® Carol Berger is a
Wealth Manager with Cambridge Southern. She also
serves as the Trade Desk Manager. Her duties include
developing planning and investment analyses and
reports, firm-wide investment trading, and addressing
a variety of client questions and concerns. She
has been with Cambridge Southern since 2006 and
works primarily in the Atlanta-Southside office.
(view
bio) |
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Dr.
Barry Kaplan, EA, CFP® is a Wealth
Manager who specializes in working with executives
and healthcare professionals. He currently serves
as Cambridge Southern’s Chief Investment Officer.
Barry has been with Cambridge Southern since 2003
and works primarily in the Atlanta-Northside office.
(view
bio) |
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Neil
Mahoney, CFP® is a Wealth
Manager specializing in philanthropic planning and
transitioning business owners. He also serves as
Cambridge Southern’s Chief Operating Officer
and Chief Compliance Officer. Neil has been with
Cambridge Southern since 2006 and works from the
Salt Lake City office.
(view
bio) |
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Brandy
K. Tindell, MBA is a Wealth
Manager with Cambridge Southern. She specializes
in working with senior executives and successful
retirees. Having extensive experience designing
and implementing complex financial plans for Fortune
500 executives and Executive Retirees, she has a
wealth of knowledge and experience. Brandy joined
Cambridge Southern in 2010 and works primarily in
the Atlanta-Northside office.
(view
bio) |
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Tana
Flores is a Registered Paraplanner®
and serves as a Client Service Administrator and
Marketing Coordinator. Tana handles new client intake,
investment account setup and transfers, cashiering
(wire transfers, disbursements, and deposits), and
a variety of client questions and concerns. She
has been with the firm since 2007 and works primarily
in the Atlanta-Southside office.
(view
bio) |
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Cheryl
Leeper serves Cambridge Southern’s
Office Administrator and as a Client Service Administrator.
Her duties include accounting, scheduling appointments,
answering the telephone, and assisting clients with
a variety of questions and concerns. She has been
with Cambridge Southern since 2005 and works in
both the Atlanta-Northside and Atlanta-Southside
offices.
(view
bio) |
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