Broker Check

Our Team


Junko Horvath, CERTIFIED FINANCIAL PLANNER ™, Certified Financial Transitionist®

 

CEO

(678) 736-5194

Junko came to the US from Tokyo, Japan in 1988 and earned an MBA degree from Georgia Institute of Technology in 1990. In her first position as a trader at Fuji Bank (today known as Mizuho Financial Group), she managed foreign currency...

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Christopher L. Pena, CFP®, CRC®

Director of Client Services

(678) 736-5197

[email protected]

As a Director of Client Services with Fujiyama Wealth Management, Chris’s client-centered focus and passion for learning have produced a unique combination of competence and compassion for the clients he serves. His expertise...

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Meg McCaffrey, CPA

Advisory Board Member

Meg has been a CPA for over 22 years and is a risk management and tax planning professional. Prior to joining the Fujiyama Wealth Management team, most recently she has been Managing Director at M Squared Financial, specializing in...

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Lozzi Kosman

Marketing Associate

Lozzie (Elazar) Kosman is a Marketing Associate for Fujiyama Wealth Management. For our company Lozzie, utilizes social media advertising and market research to reach out to potential clientele. Lozzie prides himself in being a match...
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Steve Moeller

Client Experience Consultant

Steve Moeller is the founder and president of American Business Visions, a publishing and consulting company specializing in the wealth management industry. He has entertained audiences from Halifax to Sydney and from New York to Los...

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Maribelle Curiel

Virtual Assistant

Maribelle joined Cambridge in 2018. In her current role, Maribelle assists with administrative responsibilities including account management, reporting and planning, communication, and client management. She attended Kirkwood Community...

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Nichole Swanson

Virtual Assistant

Nichole Swanson joined Cambridge in 2016 and has two years of experience in the financial services industry. In her current role, Nichole assists financial advisors with administrative responsibilities including account management,...
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Holly Rachford

Virtual Assistant

Holly Rachford joined Cambridge in 2018. In her current role, Holly assists financial advisors with administrative responsibilities including account management, reporting and planning, communication, and client management. Holly...
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Tiffany Sallee

Virtual Assistant

Tiffany Sallee joined Cambridge in 2018. In her current role, Tiffany assists financial advisors with administrative responsibilities including account management, reporting and planning, communication, and client management. Tiffany...
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Kristin Boling

Virtual Assistant

Kristin Boling joined Cambridge in 2017. In her current role, she assists financial advisors with administrative responsibilities including account management, reporting and planning, communication, and client management. Kristin has...
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Gretchen Greiner

Virtual Assistant

Gretchen graduated from Indian Hills Community College with an Associate of Arts Degree. Gretchen plays a key role on the Cambridge Source team by assisting rep- advisors and their clients with paperwork, new accounts, scheduling, and...
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