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 more administrative tasks. Elena Herboth joined the Cambridge Source Office Assistant program in 2024 and assists financial professionals with account management, reporting and planning, communication, and client management. She lives in Phoenix, Arizona, where she enjoys baking, traveling, drawing, and spending time with friends.