Contact our team members
Our wealth managers in Atlanta and Salt Lake City work with an exclusive group of clients around the country.
Robert S. Hockett, CFP®
Wealth Manager, President, Director of Business Development
Tana Flores RP®
Portfolio Administrator, Technology Specialist
Dr. Barry H. Kaplan, CFP®, EA
Wealth Manager, Chief Investment Officer
Brandy Wright, MBA
Wealth Manager, Marketing Coordinator
Neil Mahoney, MBA, CFP®
Director of Business Administration, Chief Compliance Officer
Executive Administrative Assistant, Client Service Administrator
Client Service Administrator
Remote / Virtual Relationships
We are quite adept at and very happy working with clients who do not live near one of our physical offices. Cambridge Wealth Counsel currently works with clients in 16 states from California to Florida. We have found that with the effective use of technology, such as virtual web meetings, email, 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. We have clients close to our offices who choose to hold some meetings via teleconference and the internet just to avoid traffic. The bottom line: we can customize the logistics of working together to meet your needs.