Trailhead Financial Partners

Trailhead Financial Partners Content provided via links to third party sites should not be considered an endorsement of third party content.

We make no representation as to the completeness or accuracy of information provided at these websites. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Trailhead Financial Partners and Cambridge are not affiliated.

Dan and Karla are having a blast in Put In Bay - thanks for taking us with you to the island!
08/31/2026

Dan and Karla are having a blast in Put In Bay - thanks for taking us with you to the island!

We loved this pic of Cora standing in front of flowering mountain laurel. She and Ash were hiking in North Carolina ear...
08/10/2026

We loved this pic of Cora standing in front of flowering mountain laurel. She and Ash were hiking in North Carolina earlier this year when they snapped this pic. She loves the new sea-green color - she's hardly taken it off all summer!

Dan sent us these pics from a recent trip to Korea and Japan. Thanks for sending us the first pictures of our Trailhead...
07/20/2026

Dan sent us these pics from a recent trip to Korea and Japan. Thanks for sending us the first pictures of our Trailhead hats in Asia!

Are we going to see you at the Musical and Arts Festival this weekend? Trailhead is proud to be a sponsor of the event a...
07/11/2026

Are we going to see you at the Musical and Arts Festival this weekend? Trailhead is proud to be a sponsor of the event and Ash is volunteering. Come out and enjoy all the bands and artists on display!

Ash and Bryan spent an afternoon in kayaks among the mangroves... looks like fun, guys!
06/30/2026

Ash and Bryan spent an afternoon in kayaks among the mangroves... looks like fun, guys!

Leslie and Rocky took in some nice views on a gorgeous day in Red River Gorge! Have fun, guys!
06/16/2026

Leslie and Rocky took in some nice views on a gorgeous day in Red River Gorge! Have fun, guys!

Our Trailhead hats are designed to be one-size-fits-all, but this is pushing it, lol!
05/26/2026

Our Trailhead hats are designed to be one-size-fits-all, but this is pushing it, lol!

Last week, Ash was honored to attend Cambridge's Signature Club, a gathering focused on learning and collaboration along...
05/19/2026

Last week, Ash was honored to attend Cambridge's Signature Club, a gathering focused on learning and collaboration alongside top advisors nationwide.
For him, the best part of these events is bringing fresh ideas and perspective back home to the clients he cares so much about. Thank you to everyone who trusts us with their financial journey - we couldn't do without you. Congratulations, Ash!

They say art tells a story... we wonder what the guy in this sculpture would say if he could talk. He's probably thinki...
05/04/2026

They say art tells a story... we wonder what the guy in this sculpture would say if he could talk. He's probably thinking about his retirement plan

We are proud to share that Ashley recently completed the requirements to renew his CFP® and CRPC® certifications!Deliver...
04/14/2026

We are proud to share that Ashley recently completed the requirements to renew his CFP® and CRPC® certifications!

Delivering quality advice to clients requires more than just experience—it takes a commitment to staying current. Ashley spends an average of 35 hours each year on continuing education to maintain his licenses and credentials. It's all to ensure our team is equipped with the latest strategies for this ever-changing environment.

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Westerville, OH
43082

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+16144077883

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