You know that cloud of financial uncertainty that everyone feels upon entering adulthood? EdgeAhead is our solution to that.
Alicia Reiner is a Certified Financial Planner™. She is a graduate from the University of Arizona - Eller College of Management with a BSBA in Marketing. Alicia specializes in tax strategy and savings and integrative investment plans. She is an Investment Advisor Representative and enrolled to practice before the IRS.
In her spare time, she enjoys traveling, yoga, and cooking for friends and family.
Cole is an Investment Advisor Representative and Financial Planner for Cambridge Financial Group, LLC. Cole is a graduate of Susquehanna University, where he earned degrees in Business Administration, with an emphasis in Finance, as well as Economics. He has passed his Series 65, his Certified Financial Planning examination, CFP®, is an Enrolled Agent, authorized to represent clients before the Internal Revenue Service. Cole is also an active member of Mensa.
Cole joined Cambridge Financial Group in 2013. He specializes in Stock Option planning, investments, and cash flow management.
Outside of work, Cole enjoys spending time with friends, cooking, watching television, and figuring out ways to optimize his life, and performance.