Cameron serves as a Wealth Manager, working directly with each client to develop and maintain a comprehensive financial plan. Cameron helps clients achieve their personal and financial goals by identifying strategies related to retirement planning, investment management, education funding, estate planning, risk management and tax efficiency.
With over 15 years of financial services experience, Cameron has spent his career addressing clients’ comprehensive financial needs. Prior to joining Creative Planning, he worked for an accounting firm as the Manager of Financial Planning. Cameron has also held advisory roles at two large international banks.
Cameron earned a Bachelor of Science degree in Finance from the University of Delaware. He is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards, and he also maintains the Chartered Retirement Plans Specialist℠ designation from the College for Financial Planning.
Cameron and his wife Amy are active in their community where they coach and coordinate sports for their daughters, Emma and Mia. Cameron also enjoys basketball, running and golf, and he is a board member of a local a non-profit organization.
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