Our Team

Richard received his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning in 1991. In addition, he holds the Series 65 license for Investment Advisors, Series 6 license for Securities, and the Life &...

Kristen began working at Cambridge in August of 2011. Before starting her career at Cambridge, Kristen attended Des Moines Area Community College, where she holds certification for Graphic Design. Kristen has completed internal...

Charles Welch serves as advisory counsel to First State Advisors. Mr. Welch is a veteran, a former Prisoner of War, former Chief Counsel for the DuPont Company, Founder of Mary Campbell Center, Philanthropist, and Visionary. Mr. Welch...