Team

Our team of professionals aspires to serve the financial needs of our clients in the most comprehensive way possible. We believe in a business built on trust, integrity, and service. We are independent. We have the experience and expertise to align our efforts to our clients objectives. In our ongoing relationship with our clients, we seek to educate, inform and inspire them to make intelligent financial decisions.

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Amanda Doyle

Vice President of Operations

Anders Ramstad, CFP®, ChFC®, CLU®, ChSNC®

Senior Partner

Antwon Weary

Financial Advisor

Braden Balocan, CFP®

Financial Advisor

Cole Kimball, CFA®, AIF®

Chief Investment Officer / Financial Advisor

Colin Kosco, AIF®

Financial Advisor

Corey Janoff, CFP®

Financial Advisor

Danielle Howard

Business Processor

Derek Melvin

Financial Advisor

Emma Fanelle

Investment Department Assistant

Evan Connell

Financial Advisor

Evan White

Associate Vice President

Heather Anderson

Client Service Coordinator

Ian Hubbard, CPFA®

Vice President of Investments

Jackie Kill

Executive Assistant

James Fox

Financial Advisor

Japie Steyn, CSRIC™, AIF®

Senior Investment Coordinator

Jeff Pratt, CFP®, CRC®

Financial Advisor

John Neri, CFP®, AIF®

Financial Advisor

Julie Hamilton

Executive Assistant

Justin Fukuhara, AIF®

Investment Coordinator

Karl Rainer, CHFC, CFP®

Financial Advisor

Lennon Duncan

Client Service Coordinator

Levi Geissel

Financial Advisor

Liesle Memmott

Business Processor

Maggie Forness

Executive Assistant

Marcus Nelson

Vice President of Accounting

Marshall Weintraub, CFA®, CFP®

Financial Advisor

Michael Merrill, CFP®, CHFC®, CLU®

Senior Partner

Michael Okinaka, CFP®

Financial Advisor

Nicole Miller

Business Processor

Owen Chambers

Financial Advisor

Rachelle Vanderzanden, CFP®

Financial Advisor

Roxanne Evett

Executive Assistant

Shawnee Smith

Executive Assistant

Spencer Salvador, CFP®

Financial Advisor

Steph Nova

Commission Specialist

Thanh Le

Financial Advisor

Tori Lawhead

Director of Advisor Development / Executive Assistant

Veronica Stroud, AIF®

Investment Coordinator

Zach Kill, CFA®

Investment Strategist

Check the background of investment professionals on FINRA’s BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge is not affiliated with Finity Group. This communication is strictly intended for individuals residing in all 50 states and DC. No offers may be made or accepted from any resident outside the specific states referenced. Cambridge does not offer tax or legal services.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, The Finity Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

The Finity Group