Skip to Content

Experience

I provide holistic financial advice related to investments, retirement, estate planning, charitable giving, and personal taxes. As my clients’ personal CFO, I help them navigate their unique financial plans to work toward accomplishing their short- and long-term financial goals.
View More of Cam's Experience
I attribute my interest in finance to growing up on a farm. I’d often go to the market with my dad and was fascinated with the fluctuation of cow prices. It was a real-world lesson in free market economics!

You might also like…

The five questions to ask before choosing a financial advisor
Jeff Watkins Wealth Management
Article September 23, 2020 5 min read
Estate planning and the 2020 election: Key considerations
Alicia Cole Wealth Management
Article September 21, 2020 5 min read
Family philanthropy: Strengthen your bond, pass on your values
Sara Montgomery Wealth Management
Article August 6, 2020 3 min read
Wealthy families need more than a financial succession plan: They need a process
Sara Montgomery Wealth Management
Article July 30, 2020 6 min read