I'm Cameron - I'm a Wealth Advisor splitting time between Charlotte and Durham, NC. I work with clients ranging from hospital and university employees to small business owners, and my end goal is your end goal: financial security. Before determining the appropriate financial strategy for anyone I get the chance to work with, I think it's important to build a relationship and figure out what really is important to you from a financial standpoint.
More about me: I graduated from the University of North Carolina – Chapel Hill where I started off studying medicine. However, after a series of events including getting to walk some friends through personal finance decisions, I decided to switch course. (That happened to also be when I met my wife, a nurse practioner, who is a much better studier than I am, and she scared me away from the MCAT). Now as an advisor, I'm passionate about the opportunity I have to bring about a sense of security and well-being to my clients through financial advising. In order to help clients feel free from the burden of financial stress, I work with them on anything and everything financial, including student loans, budgets, retirement investments, and financial planning. My specialty is helping those I work with make the right investment selections in their retirement plans.
I work alongside Seth, my brother and fellow wealth advisor. Some days, it's great. Other days... we keep working for those great days. Jokes aside, together we're able provide clients with access to further expertise and better resources than what we could do on our own. Together, we host dinner presentations for medical professionals and benefits groups up and down the East Coast, and we've spoken at hospitals including the Mayo Clinic, Duke University, Emory University, and UNC.
My wife and I are originally from Charlotte, and this point, you've read long enough to know we both are recreational CrossFit junkies and are happy to share the Kool-Aid. We have a Border Collie named Luna who I'm probably on a walk with right now, and we're blessed to get to do what we do every day.
I look forward to connecting! Shoot me an email at Cameron@SoundFoundationWA.com.