About
Steve Allender
Founder
Fun Facts About Steve:
- I was a (not so good) bull rider in college
- I Earned the Eagle rank and God and Country Award in Boy Scouts
- I once played a one-time role in the television series “Nakia” (there’s a reason you’ve never heard of the show)
- I canoed the boundary waters in Minnesota
- I’m a Lincoln/Civil War history buff
- I’ve worked on ranches in Montana and Texas
Matt Whitcomb
Financial Advisor
Fun Facts About Matt:
- I grew up along the Mississippi river in Rock Island, IL.
- I played football when I was younger and spent a week training with Eli and Peyton Manning at the Manning Passing Academy.
- I’ve been a mentor with Big Brothers Big Sisters of Colorado since 2016
- I’m obsessed with reading and learning anything I can about World War 2.
- I’ve been with my wife, Erin, since 2007 and we have a young daughter named Annie who we named after our maternal grandmothers.
Michele Palmer
Office Assistant
Fun Facts About Michele:
- I’m only 9.25 years old since I’m a leap year baby
- I am colorblind in my right eye following an illness
- I’m an avid yogi
- I thoroughly enjoy working on projects at home
- We have five kids, 2 dogs, 2 ferrets, 2 cats that adopted us and there’s never a dull moment!
Alexis Kiefer
Administrative Assistant
Fun Facts About Alexis:
- I love going to concerts.
- I have two cats who keep life interesting.
- I’ve never broken a bone
- I bowled in High School and I’m in a bowling league.
Janelle Lind
Compliance Supervisor
Fun Facts About Janelle:
- I have been to 4 of 6 Disney Theme Parks
- I have lived on the Arkansas River in both Colorado and Oklahoma
- In my 30s I visited more countries than US states
- I studied at the University of London, focusing on the European Union
- I have 14 godchildren
- I will fly/travel to New Mexico just to have “high tea”
About Cambridge
As an independent financial advisor, Steve owns his own business and is not part of a Wall Street firm or faceless mega corporation. Independent, however, does not mean alone.
He has aligned with independent broker-dealer Cambridge Investment Research, Inc. to process business and provide the support he needs to serve his clients. Cambridge is one of the largest internally controlled financial solutions firms in the country and believes that a commitment to independence better enables him to offer objective advice.
Cambridge and Steve live by shared core values of integrity, commitment, flexibility, and kindness.
Integrity
Showing integrity through honesty, trust, respect and accountability even when no one is watching.
Commitment
Commitment means being dedicated to the craft. Unlike some advisors, Steve is fully licensed to offer a wealth of investment options and financial planning and is a Chartered Retirement Planning Counselor® designee.
Flexibility
Your investments and retirement strategy should be flexible to your changing needs. Too many people were “sold” something that didn’t fit their needs and was difficult, or impossible, to unwind.
Kindness
Everybody deserves respect, kindness, and thoughtful service. Life is too short to not value your relationships.
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