Tasha Hoffman

Tasha Hoffman

Office Administrator

Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on some of our administrative tasks. Tasha Hoffman joined Cambridge in 2018 and has five years of experience in the financial services industry, along with over 10 years of customer service experience. In her current role, Tasha assists financial professionals with administrative responsibilities including account management, reporting and planning, communication, and client management. Tasha earned an Associate of Arts degree from Indian Hills Community College and is a certified Lean Six Sigma Yellow Belt. Tasha currently lives in Fairfield, Iowa, and enjoys crocheting and cross-stitching.