Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies

Community participation

The members of CAM Wealth Management feel strongly in regards to the importance of sharing our blessings with the community. As such, we have regularly volunteered our time and support to benefit such great organizations as:

Anne Arundel Medical Center Foundation, Archdiocese of Baltimore, Anne Arundel County Police and Fire Committee, Archbishop Spalding High School, Annapolis Hawks Lacrosse Club, Big Brothers and Big Sisters of Central Maryland, Integrity Lacrosse Club, Leadership Anne Arundel, Living Classrooms, Rotary International, South River Youth Athletics, YWCA