Dedicated to Serving Your Needs
CEO, President, Managing Partner
Kenyon believes that everyone deserves to have confidence in their financial lives and fulfills his belief by deploying a systematic process that allows people to understand their personal vision and have a clear financial path to turn that vision into a reality.
A large part of his role is understanding how the markets, government regulations, taxes, and other external items impact our ability to build, utilize and pass wealth to loved ones in the most efficient manner.
Kenyon has a degree in Economics and Sociology from Boston College. On graduating, he immediately entered the financial services business, where he has faithfully served his clients for over 25 years.
‘Seeing someone set a plan in place and enact that plan is immensely gratifying. I have clients that I can recall when their children were born, and they had no idea how they would fund college. Those children now have college degrees, jobs that are gratifying and they are making a difference. The parents could not be prouder, and I got to be a part of that’.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0E68585, AR Insurance License #739812.
Partner, Director of Financial Planning and Investment Specialist
As a Certified Financial Planner, Mike brings over 15 years of experience delivering financial advice. He is deeply committed to understanding customer needs to develop comprehensive financial plans and feels privileged to oversee his clients’ economic futures. His mission is to help ensure that anyone with the focus and determination to achieve financial confidence can do so. Mike’s specialty is working with clients nearing retirement and those undergoing major life transitions. He brings an empathetic analytical thought process to help create opportunities for the enjoyment of wealth over an extended time.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0G50490.
Senior Associate, Director of Business Planning
With 10 years of experience as a young entrepreneur building a successful medical service business, and over 15 years of experience creating financial strategies for both individuals and business owners, Jonathan brings a unique perspective to comprehensive financial success.
Jonathan integrates the moving parts of his client’s lives into a cohesive financial roadmap. His ability to convey complex concepts to both the practitioner and the layman builds confidence and empowers his clients to take action.
A strong ongoing service model, and ability to ‘pivot’ as life presents challenges, has helped Jonathan create long standing, trusting relationships along the way.
In his spare time Jonathan enjoys spending time with his wife and daughter, skiing, mountain biking, traveling, and tinkering in his garage.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0G24487
Andy collaborates with a select group of clients to help them enjoy their greatest wealth potential. Andy joined Cambium Group in 2016 because of the insight he gained after the sudden passing of his father. For Andy’s family, that experience exposed the many pitfalls of commonplace financial planning which is prevalent in our society and the financial services industry. With a keen perspective on how finances shape a family’s wellbeing, Andy is devoted to helping his clients realize their possibilities and experience abundance for generations to come.
Andy graduated from The Ohio State University with a degree in business and marketing. Personally, Andy enjoys playing hockey, adventuring with his wife and two kids, and traveling to his favorite places: Colorado and Cape Cod. Andy resides with his family in Greenwich, CT.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0M75654.
Shawn joined Cambium Group upon graduation from Sacred Heart University in 2009, where he majored in Finance and Economics. Shawn experienced how proper planning can help alleviate financial stress after the passing of his father in 2005 and knew he wanted to transition into the industry after college.
Starting his career at Cambium Group, Shawn was mentored by the managing partner, Kenyon Lang. During this time, he was able to learn, develop and grow his understanding of the industry and how to best help the clients we touch.
As a Senior Associate at Cambium Group, Shawn works closely with his clients to help ensure fear and doubt around finances are replaced with confidence.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0H33866.
Bobby’s passion for finance, education, and being of service to others found a perfect home when he joined Cambium Group in 2019, where he brings his over 15 years of finance industry-related experience. After graduating from the University of Connecticut in 2006, he started at UBS in a Sales and Trading position, where he was responsible for making markets and managing risk across multi-billion-dollar portfolios through the global financial crisis. In 2009, he joined Bloomberg and built a career across varied analyst, sales, and product development roles. In 2018 he started to explore how he might use his depth of knowledge, passion for education, and deep desire to help others navigate the complexities of personal finance. Through conversations with mentors and friends, he was introduced to Cambium Group, where he found a like-minded team with similar passions to serve others in personal and business financial planning and risk mitigation.
He lives in Stamford, CT, with his wife, two children, and their dog. They are active in their community through youth sports, seasonal outdoor adventures, and volunteering at their church.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4064081.
Trevor’s career started on the floor of the Chicago Board of Trade, trading commodity options and futures for one of the largest high frequency trading firms in Chicago. Since then, Trevor has remained in the financial services and capital markets arena. In 2016 he co-founded a boutique consulting firm that specialized in helping Fortune 500 companies, Pension funds, and Endowment funds recover losses stemming from market manipulation during the 2008 financial crisis.
Trevor returned to the East Coast in 2020 where he joined Cambium Group as a registered representative and financial advisor. His role at Cambium has allowed him the privilege to combine two of his biggest passions: helping others and financial markets.
Trevor’s planning philosophy is rooted in laying a comprehensive and thoughtful foundation to achieve the needs and dreams of his clients no matter what life throws at them.
Trevor graduated from Roanoke College with a degree in Business and Economics. He currently lives in Brooklyn, NY and is an avid fan of music and the outdoors.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).
Patrick started his financial services career with Cambium in early 2019. Patrick has a passion for educating his clients and helping them design comprehensive financial strategies to achieve their various financial objectives. Through the Cambium Process, Patrick follows a holistic approach to financial planning stressing the importance of saving money, sound asset allocation and protecting cash flow.
Patrick is a Graduate of Iona College with a degree in Finance. He currently resides in New Rochelle, NY. He spends his free time traveling, playing sports, and visiting NYC’s best restaurants.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #2106596.
Christian has been in the financial services industry for over 3 years, and has worked with Cambium Group since 2019. Christian is currently an associate for the team and takes pride in supporting the team in delivering holistic strategies. He is devoted to ensuring that the team’s financial strategy implementations are coordinated and aligned with our clients visions.
Christian graduated from St. Lawrence University with a degree in Business and Economics, and a minor in Spanish. Christian grew up in Fairfield CT and is now located in Stamford, CT. He enjoys spending his time with family and friends, as well as traveling to places like Martha’s Vineyard to enjoy the beach or Vermont to snowboard.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #2096872.
Ryan is a relationship and case manager at Cambium. He oversees client management, onboarding, and provides ongoing support. Ryan works closely with Jonathan Adler and Shawn McDonough to streamline the client experience. Prior to joining Cambium, Ryan spent three years working for a boutique commercial insurance company where he was responsible for auditing protection designs for hundred-million-dollar companies, providing day-to-day account management, and sourcing new business. Ryan graduated from Colgate University in 2017 with a BA in History, which is a top 15 program in the country. During his time at Colgate, Ryan participated in their Division 1 Football program. Ryan's favorite aspect to working on the team is the creative, and collaborative financial problem solving we are able to provide our clients with.
Director of Elite Client Services & Relations
In her current role, Kelly is responsible for working with our elite clients and guiding them through the insurance underwriting process. Kelly has over 12 years of experience in the Financial Services Industry in the areas of administration, compliance, and operations. She provides a high level of service and advocates on the client's behalf to ensure the best possible outcome. Her experience helps the team operate at maximum efficiency when handling the back-office systems and operational tasks required to maintain an excellent experience for all clients.
Kelly joined the Cambium Group in 2020 and has collaboratively worked with Guardian and our parent firm Strategies for Wealth since 2009. She graduated from Framingham State College with a BA degree in Business Administration. She lives with her two children Brooke & Luke and her husband, Steve in Franklin MA.
Investment Operations Manager
Joanna is recognized as a leading team member for investment onboarding and operational knowledge across the broker-dealer landscape. She has worked in the financial services industry for over 5 years. Joanna is responsible for developing operational delivery of multi-faceted financial plan implementations to ensure seamless investment transitions for clients. She is also instrumental in overseeing the onboarding and servicing of Employer Retirement Plans for our small business owner clients.
Joanna resides in Greenwich, CT with her husband and three children, although she is very close to (and slightly excited about) being an empty nester.
Registered Representative of Park Avenue Securities LLC (PAS).