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…

Finances, family, and responsibility: Five steps for starting difficult conversations
Sara Montgomery Wealth Management
Article February 2, 2021 5 min read
What does a new administration mean for your estate plan?
Alicia Cole Wealth Management
Article February 1, 2021 3 min read
Personal wealth roundtable: 2021 in view
Jim Baird Wealth Management
Webinar Tuesday, Jan. 12, 2021 45 min watch
Financial planning: Ten opportunities for 2021
David Stahl Wealth Management
Article January 6, 2021 3 min read