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 more administrative tasks. Khloe joined the Cambridge Source Office Assistant program in
2024. She specializes in assisting financial professionals with account management, reporting and
planning, communication, and client management. She lives on a cattle farm outside Fairfield, Iowa. In
her free time, Khloe enjoys fishing, hunting, and spending time with family.