Through a partnership with our financial solutions firm, Cambridge Investment Research, Inc., we have access to a team of administrative support professionals who are familiar with our clients and our business. At times, we may leverage this team to provide reception or administrative support on a virtual basis. As Cambridge associates, these assistants are comprehensively trained to ensure their familiarity with the various aspects of our industry. You can rest assured any messages will be delivered and we will get back to you promptly.
Alexis Kiefer has been part of the Cambridge Source Office Assistant Team since August 2021. Alexis assists financial professionals with account management, reporting and planning, communication, and client management. Alexis is a graduate of Indian Hills Community College, where she earned her Associate of Applied Science degree in Office Management. She currently lives in Fairfield, Iowa, where she enjoys spending time with her cat, friends, and family.