Susan Haynes

Client Manager

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. Susan Haynes joined Cambridge in 2018. In her current role, Susan assists us with administrative responsibilities including account management, reporting and planning, communication, and client management. She currently lives in southeast Iowa, where she enjoys traveling and spending time with her family.

Phone 210-236-8850