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

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.

Lauren Mishra, PHD, CFP®, EA

Lead Advisor

Lauren Mishra is a Certified Financial Planner™ and a member of the National Association of Personal Financial Advisors as well as the XY Planning Network. She completed a doctorate at the University of Michigan in Medicinal Chemistry and worked as a synthetic pharmaceutical chemist before changing careers to focus on financial planning. 

Lauren joined Cambridge Financial Group in 2020. She specializes in debt management, budgeting, and goal setting.   

Outside of work, Lauren and her husband and two small children love to be outdoors hiking, swimming, golfing, and skiing.

COURTNEY REYES, FPQP

Paraplanner

Courtney is the Client Service Specialist at Cambridge Financial Group, LLC. She graduated from the University of Arizona in 2017 with a Bachelor’s Degree in Criminal Justice with Honors, a Bachelor’s Degree in Public Management and Policy, and a minor in Psychology. She spent a little over four years living abroad in Okinawa, Japan where she gained experience in the tax field and discovered her passion for finance. She is currently pursuing her Financial Paraplanner Qualified Professional designation.

In her free time, Courtney enjoys country dancing, rock climbing, and spending quality time with her daughter.

DANIEL COSSETTE

PARAPLANNER

Daniel is a Paraplanner 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.  

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.

TAYA SIMMONS

CLIENT SERVICES

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.