News
Hillsboro, IL – September 2023 – Angie Eickhoff and Gina Burke have been named as qualifiers of Cambridge Investment Research, Inc.’s (Cambridge) Leaders Club, an honor reserved for financial professionals who display exceptional dedication to their clients while upholding an independent mindset and fulfilling Cambridge’s purpose to make a difference in the lives of its financial professionals, their clients, and its associates.
“It is our pleasure to have Angie Eickhoff and Gina Burke join us in Cambridge’s Leaders Club,” said Jeff Vivacqua, President of Growth and Development at Cambridge. “At Cambridge, we seek to make a difference through service. Angie and Gina have demonstrated a dedication to making a difference in the lives of their clients while maintaining the independent mindset that Cambridge financial professionals are well known for.”
Leaders Club qualifiers are invited to gather and celebrate at the annual Leaders Club conference, which will be held in Orlando, Florida from September 19-20. The conference offers Leaders Club qualifiers the opportunity to learn from new perspectives, network with their peers, and hone their skills through exclusive educational opportunities. Qualifiers will be joined by Cambridge’s senior leadership for two full days of networking, learning, and celebration.
About White & Associates
White and Associates, founded in 1989 by Gene White, is a financial firm whose advisors are focused on financial planning, investment management, accounting, tax and estate planning. As a client focused firm, the White and Associates team takes money management seriously. Angie and Gina build customized portfolios appropriate for client’s goals while aiming for expected returns for a given level of anticipated risk. They identify the items which can be controlled, such as minimizing expenses, taxes and risk through diversification. Finally, portfolios are built with tax minimization and estate planning strategies in mind. White & Associates strategic partners, which include CPAs (on staff) and attorneys, can also help from a legacy planning perspective.
About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
Contact: 217-532-2635 or Angie at angie@wa-financial.com or Gina at gina@wa-financial.com
The 2023 Leaders Club award is based on personal and/or office production benchmarks established by Cambridge. This award is not based on investment performance or indicative of client experience.