PENNY MARCHAND, CFP®, EA

Senior Advisor/Founder

Penny Marchand, CFP, EA is the principal of Cambridge Financial Group, LLC. Penny started her career in financial planning in 1988.  She is a Certified Financial Planner, Investment Advisor Representative and is a graduate of the College for Financial Planning. She is also an Enrolled Agent with the Internal Revenue Service, Department of the Treasury. Penny has obtained the Series 7, 6, 63 and 65 securities licenses, as well as an insurance license. Penny is a member of the National Association of Personal Financial Advisors and is a founding member of the Alliance of Comprehensive Planners, a group of financial advisors dedicated to providing holistic, comprehensive financial planning. Penny served a three year term on the Board of Directors and also served as the President of the ACP Board.

Penny and her husband, Gaston, enjoy traveling and exploring new places. She enjoys pickleball, biking, swimming and is a voracious reader.  

ALICIA KLEIN, CFP®, EA

Senior Advisor/Principal

Alicia Klein is a Certified Financial Planner™.  She is a graduate from the University of Arizona - Eller College of Management with a BSBA in Marketing and has worked for Cambridge since 2011. Alicia specializes in tax strategy and savings, debt reduction plans and integrative investment plans. She is a Investment Advisor Representative and enrolled to practice before the IRS.

In her spare time, she enjoys traveling with her husband (Sam), skiing, yoga, and cooking for friends and family.

COLE MCCLARREN, CFP®, EA

Senior Advisor/Partner

Cole is a Certified Financial Planner™, Investment Advisor Representative, and is enrolled to practice before the IRS. Cole is a graduate of Susquehanna University, where he earned degrees in Business Administration, with an emphasis in Finance, as well as Economics.

Cole joined Cambridge Financial Group, LLC in 2013. He specializes in Stock Option planning, investments, goal setting, and cash flow management.

Outside of work, Cole enjoys spending time with wife (Mickey) and son (Oren), reading, riding his bike, and figuring out how to fix things around the house from YouTube. 

BONNIE COURTNEY, CCO, IAR

Operations manager/Partner

Bonnie is our Operations and Client Service Manager at Cambridge Financial Group, LLC. Prior to joining CFG, her career began in 1988 as a Financial Planner and Registered Representative with her own practice in Santa Barbara, CA. After taking time off to raise her young children, she re-licensed and re-entered the Financial Services industry and is currently an Investment Advisor Representative.

Her primary focus at Cambridge Financial Group includes day to day office operations and compliance. When it comes to client services, her intent is to be hard-working, caring and to provide outstanding client support.

In her free time, Bonnie enjoys spending time with her daughters and husband. She loves traveling, hiking, being outdoors, Barre3 and a good laugh with friends.

BRANDON HODGESON, CFP®, EA

Senior Advisor/partner

Brandon is a Certified Financial Planner™ who has been in the financial industry since 2010. He joined Cambridge Financial Group in 2017 and became a Partner in 2023. He graduated from the University of Arizona in 2010 with a degree in Spanish. Brandon is an Enrolled Agent with the IRS. 

Brandon and his wife, Tiffany, have twin sons, Levi and Colt. He and his family love to travel and spend time outdoors together. Brandon enjoys hunting, fishing, backpacking and playing the guitar.

DANIEL COSSETTE, CFP®, EA

lead advisor

Daniel is a Certified Financial Planner™  with Cambridge Financial Group LLC.  Initially, he started his professional career in ministry as a pastor.  He obtained a bachelor’s degree in biblical studies from Moody Bible Institute in Chicago, IL.  As his family grew to include himself, his wife and two daughters, he shifted to helping others in the financial industry.  He served as a banker at Chase Bank and is now pursuing an advising career with Cambridge Financial Group LLC.  

When Daniel's not working, he enjoys working with his wife and two daughters on their little farm, caring for their land, reading, drinking coffee, and spending time in the wilderness on trail runs with his dog, Miley.  

CHASE HAMILTON

Paraplanner

Chase graduated summa cum laude from the University of Arizona in 2024 with a degree in Personal and Family Financial Planning. He joined Cambridge Financial Group in January 2025 and plans to pursue the Certified Financial Planner™ (CFP®) designation.

Chase enjoys spending time with his family and friends. He’s passionate about the outdoors and loves hiking, camping, and biking. He also enjoys traveling, discovering new places, and finding beauty in the simple moments of life. Chase is driven by a desire to make a positive impact and approaches each day with integrity, optimism, and a ready smile.

TAYA SIMMONS

CLIENT SERVICES/Paraplanner

Taya is excited to be part of the CFG team and looks forward to working with you as a point of contact for scheduling and meeting preparations.

Taya is a graduate from the University of Arizona - Eller College of Management with a Bachelor's degree in Marketing and a minor in Psychology.  After graduation, she began her professional career in the auto insurance industry.  She comes to Cambridge Financial Group from working in the insurance industry for 10 years with a majority of her experience in leadership roles. 

Outside of CFG, Taya enjoys spending her time being active, whether hiking or riding her Peloton bike. She is also a big University of Arizona sports fan and loves attending UA basketball games with her boyfriend.

MACKENZIE CHAMBERS

Client Services/Paraplanner

Before joining Cambridge, Mackenzie spent five years working her way up the ranks at In-N-Out while pursuing her degree in Speech and Hearing Science from Arizona State University. Her interest in business management and finance grew during her three years as the Office Manager at Tanque Verde High School, which ultimately led her to Cambridge.

Outside of her professional life, Mackenzie is actively involved in the community. She enjoys coaching local softball and volleyball teams. In her leisure time, she can be found hiking or relaxing at home with her two dogs.

JOSHUA ANDELORA

Paraplanner

Josh is a Paraplanner with Cambridge Financial Group LLC and has been a part of the team since he was about 6 months old. Josh’s parents would bring him in his carrier for their financial meetings with Bert Whitehead and Penny Marchand.

Initially, he started his professional career as a therapist specializing in equine-assisted trauma healing with a focus on United States Military veterans, police officers, firefighters and other first responders. He obtained a bachelor’s degree in psychology and religious studies from the University of Arizona Honor’s College and continued on to receive his master’s degree in social work specializing in equine-assisted psychotherapy from the University of Denver. After nearly a decade in the mental health field, Josh was ready for a career change and joined Cambridge Financial Group LLC in 2025.

When Josh is not working, he enjoys spending time with his wife Diana, hiking with his dog, reading with his cats, engaging with horses, cooking, fishing, hunting, off-roading, and weightlifting.

KATY KENNEDY

oPERATIONS ASSOCIATE

Katy is the Operations Associate at Cambridge Financial Group, LLC. She began her career in Retail Management and there discovered her love of accounting processes. She comes to us with 15 years of accounting and management experience, specializing in data analysis and bookkeeping.

Katy enjoys reading, group fitness classes, and event planning. She and her husband, Sean, have a daughter in high school and a son in middle school. Together, they love to travel, visit amusement parks, and play board games.