Direct Line: 641-209-8461
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. Vienna Begley joined Cambridge in 2019. In her current role, she assists financial professionals with administrative responsibilities including account management, reporting and planning, communication, and client management. Vienna has completed Cambridge Client Service Excellence (CCSE) Bronze, Silver, Gold, and Platinum certification training. She currently lives in Keosauqua, Iowa, where she enjoys reading, baking, and spending time with her husband.