Founded to be a revolutionary investment firm focused on complete customization with transparent integrity, Cambridge Capital Management was one of the first pure "fee-only" investment companies in the area.

Today, Cambridge Capital Management remains a place where clients can be confident that they are getting independent, unbiased investment advice.

We understand that wealth is simply a means to attain life's goals, whatever they may be, and that building a successful life is about more than simply maximizing your wealth. It requires embracing your vision and honoring your values.

With that in mind, we get to know and understand your goals and objectives so that we can create a plan unique to your situation. We counsel you on how the important financial decisions you make now may affect your lifestyle and long-term goals.

About Cambridge Capital

MEET OUR TEAM


Kenneth R. Diel, CPA, CVA, PFS
Founding Partner
kdiel@camcapmgt.com

Learn about Kenneth
Ken is the founding partner of Cambridge Capital Management, LLC having started the firm in 1999. In addition to his role at Cambridge, Ken is also the managing member of the accounting firm, Diel & Forguson, LLC, which he started in 1979. He is a Certified Public Accountant, a Certified Valuation Analyst, and a Personal Financial Specialist. He earned a Bachelor of Science degree in Accounting at Southern Illinois University – Edwardsville.

Ken is very involved in the community and has served on the Board of Directors of the O’Fallon-Shiloh Chamber of Commerce, Rotary Club of O’Fallon, United Way, Home Builders Association of Greater Southwest Illinois, Southwestern Illinois College Foundation, Friends of Scott (Air Force Base), YMCA of Southwest Illinois, Boy Scouts of America, and the O’Fallon Township High School Foundation. Golf, photography, woodworking and stained glass are a few of his many interests. He and his wife have two married children and two grandchildren. They reside in O’Fallon, Illinois.


Nathaniel W. Klitzing, CFP®
Partner – Principal Wealth Advisor
nklitzing@camcapmgt.com

Learn about Nathan
Nathan joined Cambridge Capital Management in 2008 after time spent as a Municipal Bond Specialist in Chicago, and later as a Financial Advisor in St. Louis. Making the switch afforded Nathan the opportunity to form closer financial relationships with his clients.

"We are usually involved in all aspects of our clients' financial lives." As a Certified Financial Planner™ at Cambridge Capital Management, Nathan has become an integral member of the financial services team. His dedication to his clients, hard work and client first attitude have helped him to become first a Principal, then a Partner in the firm. Under his direction, the firm has grown significantly.

"The most rewarding part of my job" says Nathan, is being able to build such strong relationships with our wonderful clients. I consider it an honor to wake up every day and truly love what I do and the people I do it for."

Nathan holds a Bachelor of Science in Finance from Southern Illinois University – Carbondale, and is a Certified Financial Planner™. He is a member of the O'Fallon-Shiloh Chamber of Commerce, the SIUC Alumni Association, and the Financial Planning Association.

Nathan, his wife Annie, and daughters Adelynn, Sophia, and Violet currently reside in Shiloh, Illinois with their Labrador Retriever Marlee. In his free time, Nathan enjoys playing golf, following University of Illinois athletics, and traveling with his family, particularly their annual fishing trip to Canada.


Matthew J. Hawk, CFP®
Wealth Advisor
mhawk@camcapmgt.com

Learn about Matthew
Matthew Hawk has served as a Financial Advisor since 2008. Previously, he spent 6 years working as a Staff Accountant. "I knew I wanted to become a Wealth Advisor at some point in my career. In 2008, when I saw how people were struggling, I felt now is the time when people need a well thought out financial plan the most."

Matt is a Certified Financial Planner™ and Registered Investment Adviser Representative with Cambridge Capital Management.

"Being able to serve others on a daily basis is a dream come true" says Matt. "My goal has always been to give our clients a level of service that exceeds their expectations. I feel taking the time to listen to our clients' personal goals and needs and understanding their vision as a whole, really helps us customize a plan specific to their life. I feel the depth of this process and the customization of each of our plans, has meant a lot to our clients."

Matt holds a Bachelor of Arts in Finance from the University of Utah. He is fluent in both English and Spanish. He is a member of the Edwardsville/Glen Carbon Chamber of Commerce and coaches youth sports in the Edwardsville, IL area.

Matt, his wife Camille, and their three children reside in Edwardsville, IL. He enjoys spending time with his family, playing golf, photography and oil painting. He also loves playing sports and taking family road trips around the country.


Zachary J. Joiner, CFP®
Associate Wealth Advisor
zjoiner@camcapmgt.com

Learn about Zach
Zach joined the Cambridge team in March 2014, coming from a background in investment operations and wealth management. Zach assists in the day to day management of Cambridge’s current client relationships, including: regular client communication, client meeting preparation and meeting presentations, financial planning updates, portfolio trading, and new business development.

“As the Associate Advisor for the firm, most of my job duties center on maintaining the 240+ households we serve and providing them with the Cambridge Experience. We focus mainly on two things; how can we help our clients accomplish their goals, and how can we continue to provide a high level service. That is where I fit in.”

“One of the first things I learned in this industry is that you have to work for the client, not the company, which is the exact reason I decided to join Cambridge”, says Zach. “Working at Cambridge has allowed me to focus on the backbone of this business - the client experience. Coming from the brokerage side, I know that the client experience is not always the number one priority. Too often the focus is on how to meet certain sales goals. We don’t have that conflict with our clients. We can focus more on the client’s experience, and less on meeting sales quotas.”

Zach graduated from Southern Illinois University – Edwardsville with a Bachelor of Science in Business Administration specialized in Finance. He enjoys golfing, cooking, classic cars, and spending time with his family. He currently lives in Glen Carbon with his wife Ashlee. They just recently welcomed their first Son, Jack, to the world.


Jennifer S. Schaltenbrand
Operations Manager
jschaltenbrand@camcapmgt.com

Learn about Jen
A member of Cambridge Capital Management's operation support staff, Jen works with our financial planners and clients helping manage client relations and new business services. She also assists with office technology, maintenance of client records, and scheduling within the firm.

"One of my favorite aspects about my role at the firm is that our clients know they can call me for anything they need. They know I'll make sure they are taken care of promptly."

Jen graduated from Eastern Illinois University with a bachelor’s degree in Business Management. She resides with her husband, Jeff, and their three children in Millstadt. When she's not busy being a mother to twins and their older sister, Jen enjoys volunteering in her children's school.


Samuel E. Hopkins
Client Experience Associate
shopkins@camcapmgt.com

Learn about Sam
In August 2016, Sam joined the Cambridge Capital Management team, coming to us as a graduate from Southern Illinois University – Edwardsville.

Sam's role is to enhance the overall client experience by engaging in proactive contact and communication. He also assists with client scheduling, meeting preparation and presentations, new business development and marketing.

“I believe in putting integrity at the forefront of all fiduciary interactions with clients. Cambridge Capital Management prides itself on the quality of relationships built through the service they provide and that is something I can say that I am proud to be a part of.” says Sam. “Having grown up in the area, I appreciate the importance Cambridge Capital Management places on serving the Metro East area and its inhabitants.”

Sam graduated from SIUE with a Bachelor of Science in Economics and Finance degree. He is currently working towards his MBA also at SIUE. He has lived in O’Fallon for over 15 years and likes to stay involved with the O’Fallon Township High School baseball program. He is an avid baseball, golf, and hockey fan and likes to spend his free time enjoying the many attractions of the Metro East with his family.


Nathan Parchman
Associate Wealth Advisor
nparchman@camcapmgt.com

Learn about Nathan
Nathan joined Cambridge Capital Management in December of 2016. He is coming to the team with nearly 12 years of banking, finance and management experience that spans several financial organizations.

As an Associate Wealth Advisor, Nathan will be assisting with current client relationships, as well as focusing a great deal on new business development. He will be helping clients achieve their financial goals through an individualized investment approach that aligns with their short and long term objectives.

“My desire has always been to work in a position that allowed me the opportunity to focus solely on the customer and their overall financial needs, and Cambridge Capital Management has made that a reality”, says Nathan. “The client experience and taking a relationship from a customer to a friend has always been what makes me enjoy waking up each day. Getting to know their story and what their true goals are is the only way you can help make good recommendations. Cambridge Capital Management has that exact approach which made the decision to join the team very easy.”

Nathan graduated from Murray State University with a Bachelor of Science in Business Administration with a focus in Finance and Management. He resides in O’Fallon with his wife Nicole, and two daughters Brooklyn and Carlee. He is active in the Rotary Club of O’Fallon and the O’Fallon-Shiloh Chamber of Commerce. Nathan enjoys traveling, hunting, camping, spending time with his family.

A TEAM APPROACH TO FINANCIAL PLANNING

The financial planning team at Cambridge Capital Management, LLC provides clients with comprehensive financial services. We help businesses and individuals locally in the St. Louis area and across the country.

Our advisers possess esteemed professional designations and bring specialized expertise to the firm. Each of us is committed to providing personalized service while also taking a collaborative approach to find customized solutions for our clients.

The knowledge and experience of our team is further enhanced by our firm’s affiliation with Diel & Forguson Financial Group, giving clients access to extensive resources and an expert professional network.

THE VALUE OF OUR PROFESSIONAL DESIGNATIONS

It requires a great deal of dedication, time and effort to achieve respected professional designations. We realize that the financial marketplace is constantly becoming more complex, which is why specialized expertise is so valuable.

CFP® – Certified Financial Planner

This is perhaps the most widely recognized credential in the financial planning industry. A CFP designation indicates that the adviser has completed rigorous curriculum covering insurance, estate, retirement, education, tax and investment planning plus ethics and the financial planning process. Once the academic requirement is complete, students must pass the board exam—a 10-hour, 285-question test that spans two days and includes two comprehensive case studies. Prospective certificants must also complete at least three years of professional experience and possess a bachelor's degree in order to obtain the CFP designation.

CPA® – Certified Public Accountant

This designation is widely recognized as the definitive credential of tax expertise and is by far the oldest and most established financial credential in America. CPA requirements include the completion of 150 semester hours of undergraduate-level courses plus a bachelor's degree or higher. Certificants must pass a19-hour, two-day exam covering principles of accounting, auditing, bookkeeping, taxes and ethics.

CVA® – Certified Valuation Analyst

The National Association of Certified Valuation Analysts (NACVA) trains and certifies Certified Valuation Analysts (CVA) to perform business valuations for the purposes of buyouts, mergers and acquisitions or other reasons. Requirements for the CVA designation includes the completion of a 35-hour training program and course of study as prescribed by the Association, submission of three personal and three business references, and passing a comprehensive two‐part examination (exam + case).

PFS® – Personal Finance Specialist

This designation is a specialty credential awarded by the American Institute of Certified Public Accountants (AICPA) to CPAs who specialize in helping individuals plan all aspects of their wealth. Every three years, PFS professionals must complete 60 hours of continuing professional education. PFS applicants study estate planning, retirement planning, investing, insurance and other areas of personal financial planning. To become a PFS, candidates must be active members of the AICPA, have at least three years of financial planning experience, meet all the requirements for being a CPA, receive recommendations and pass a written exam.