Cambridge Connection, Inc.

Our Advisors

Bert Whitehead, MBA, JD — President, Senior Advisor, Franklin Office

As a nationally recognized authority on financial planning, Bert is routinely quoted in the Wall Street Journal, Fortune Magazine, Kiplinger Personal Finance and daily newspapers across the country. He has been featured on PBS and in Money Magazine. He has also been selected by Worth Magazine as one of the nation's "Best Financial Advisors in America" every year their list has been published.

Pamela S. Landy, JD, MBA, CFP®, CSA® — Senior Advisor, Franklin Office

Pam has practiced law and financial planning for over 20 years. She earned her JD-MBA from Emory University after graduating with a degree in psychology from Vassar College. She also carries the designation of CSA® through the Society of Certified Senior Advisors. Pam is a member of the Alliance of Cambridge Advisors, LLC, the National Association of Tax Practitioners, and the National Association of Personal Financial Advisors. She has extensive legal experience in the areas of estate planning, retirement planning and elder law.

Jason Moore, CFP®
	Jason Moore holds a B.S. in Finance from Oakland University. He is a Senior Team Advisor partnering on Bert’s team and handles and oversees clients in Michigan, San Francisco, Las Vegas, Tucson and other outstate locations. Jason is a member of the National Association of Tax Practitioners.

Christopher Zehnder, MBA, CFP®, EA — Senior Advisor, Florida Office
	Chris has a MBA from the University of Central Florida and is a Certified Financial Planner. Chris is a member of the Alliance of Cambridge Advisors, LLC, the National Association of Tax Practitioners and the National Association of Personal Financial Advisors. Chris has extensive knowledge of and training in the real estate, mortgage, and insurance industries.

Our Staff

Chad Silver, JD — Associate Paraplanner, Franklin Office

Chad graduated from Thomas M. Cooley Law School and in February 2007 he took the Michigan State Bar exam. Chad is currently working towards his Certified Financial Planner designation. Prior to law school, Chad lived in New York and worked as a Web developer for Volkswagen of America.

Karin Anderson — Senior Associate Paraplanner, Franklin Office

Karin Anderson earned her Bachelor of Science Degree in Finance from Oakland University in 1998. Her educational background also includes the Certified Financial Planning course, which she completed in 2006 from Oakland University and completed the Cambridge Advisors training course 2002. She is a Senior Associate support clients on Pamela's team.

Carol Johnson, RP^SM — General Manager & Operations Manager, Franklin Office

Carol is the General Manager for Cambridge Connection. She is a Registered Financial Paraplanner and is certified as an ISO 9000 Internal Auditor and documentation specialist.

Carrie El-Manaseer — Strategic Coordinator, Franklin Office

Carrie provides strategic coordination services to Bert Whitehead and administrative support to the company. She is a former U.S. Marine and is currently working on her associate degree in business. Carrie recently received her Michigan real estate license.