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At Cambridge Wealth Counsel, 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 Wealth
Counsel’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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Dr.
Barry Kaplan, EA, CFP® is a Wealth
Manager who specializes in working with executives
and healthcare professionals. He currently serves
as Cambridge Wealth Counsel’s Chief Investment
Officer. Barry has been with Cambridge Wealth Counsel
since 2003 and works primarily in the Atlanta-Northside
office.
(view
bio) |
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Brandy
Wright, MBA is a Wealth Manager
with Cambridge Wealth Counsel. 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 Wealth Counsel
in 2010 and works primarily in the Atlanta-Northside
office.
(view
bio) |
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Marc
Jimenez, CFA, CFP® is a Wealth Manager with
Cambridge Wealth Counsel. He joined the firm in
2012 and works from CWC’s Denver office.
(view
bio) |
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Salome
Rose serves as Executive Administrative
Assistant to Rob Hockett, President and Senior Wealth
Manager, and Client Service Representative for all
of Rob’s clients. She joined the firm in 2010
and works out of both the Atlanta-Northside and
Southside offices.
(view
bio) |
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Tana
Flores is a Registered Paraplanner®
and serves as Portfolio Administrator. 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 Wealth Counsel’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 Wealth Counsel since 2005 and works
in both the Atlanta-Northside and Atlanta-Southside
offices.
(view
bio) |
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Neil
Mahoney, CFP® serves as
Cambridge Wealth Counsel’s Director of Business
Administration and Chief Compliance Officer. Neil
has been with Cambridge Wealth Counsel since 2006
and works from the Salt Lake City office.
(view
bio) |
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