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Meeting/Event Information

Connect. Cultivate. Exhilarate.

This page shows all current events, but you can also hone in on either AAF Tucson or Ad 2 Tucson events.

Ad2 Your Financial Knowledge
/ Feb 28

February 28, 2017
5:30 PM to 7:00 PM
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Ermanos Craft Beer & Wine Bar
220 N. 4th Avenue
Tucson, AZ 85705
Venue Website
 Directions

We think knowledge and confidence in handling finances are especially important for young professionals. Ad2 Tucson and four representatives from the TCI Foundation are presenting and leading a group discussion to help grow your financial confidence. 

Join us in the Ermanos tasting room! Food and non-alcoholic refreshments will be provided by Tucson Federal Credit Union

*Free for Ad2 Members + one guest. 

The TCI Foundation, a 501c3 non-profit organization, provides financial education and advisory services to individuals aged 20-35 through our 3rd Decade program as well as to those of moderate means of any age.

Learn more about the presenters from the TCI Foundation: 

ALICIA KLEIN, CFP®, EA
Tax Preparer, Investment Advisor

Alicia Reiner is a Certified Financial Planner™. She is a graduate from the University of Arizona - Eller College of Management with a BSBA in Marketing. Alicia specializes in tax strategy and savings and integrative investment plans. She is a Registered Investment Advisor and enrolled to practice before the IRS.

In her spare time, she enjoys traveling, yoga, and cooking for friends and family.
Alicia can be reached at alicia@cambridgetucson.com.

COLE MCCLARREN, CFP®, EA
Tax Preparer, Investment Advisor

Cole is a Registered Investment Advisor and Financial Planner for Cambridge Financial Group, LLC. Cole is a graduate of Susquehanna University, where he earned degrees in Business Administration, with an emphasis in Finance, as well as Economics. He has passed his Series 65, and his Certified Financial Planning examination, CFP®, and is an Enrolled Agent, authorized to represent clients before the Internal Revenue Service. Cole is also an active member of Mensa.

Cole joined Cambridge Financial Group in 2013. He specializes in Stock Option planning, investments, and cash flow management.

Outside of work, Cole enjoys spending time with friends, cooking, watching television, and figuring out ways to optimize his life, and performance. He is currently cooking his way through The Four Hour Chef, and learning how to code Javascript.
Cole can be reached at cole@cambridgetucson.com.

DAVID HAMRA, CFP ®, CDFA
is the founding principal of Gordian Advisors. The consistent themes throughout his career have been leadership, communication, client relations and navigating change.
After two stints in retail banking, Dave spent nine years as a principal with The Vanguard Group of Investment Companies, beginning as the assistant to John C. Bogle, Vanguard’s chairman. Dave managed a number of groups serving institutional investors and 401k sponsors and was instrumental in establishing Vanguard’s first satellite operations in Phoenix. After leaving Vanguard, he served as Chief Administrative Officer of Bradford & Marzec, Inc., a Los Angeles institutional fixed income management firm that grew from $3.5 billion in assets under management to over $6 billion during his tenure. Dave returned to Arizona in 1999 and joined Greenberg Financial Group, a Tucson investment advisor and broker-dealer, as a principal and compliance officer.

In October 2002, he established Gordian Advisors with the goal of working more interactively and educating clients while guiding them through financial issues. Comprehensive financial planning is the perfect fit for Dave’s diverse background as well as his deep commitment to offering an alternative to traditional financial advice.
After earning his BA in Economics, magna cum laude, from Washington & Lee University, Dave earned his Master’s degree in Business Administration from Harvard University’s Graduate School of Business. Dave is a CERTIFIED FINANCIAL PLANNER ™ professional and a Certified Divorce Financial Analyst. He is an active member of the Collaborative Law Group of Southern Arizona and has published a series of articles on investment and personal financial management. Dave is active in a number of service organizations, including Habitat for Humanity and Friends of Saguaro National Park.

LAURA WALTON, AFC®
TCI Foundation, Executive Director

RSVP to ad2tucson@gmail.com