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An Army veteran, Cameron has over 29 years of experience in the financial services industry. He built Wealth Management Institute, Ltd. by conducting 3- and 4-night courses in personal financial management throughout various colleges in the Central Maryland area. Analytical and empathic, he has a master’s degree in business from Johns Hopkins University and a degree in chemical engineering from West Virginia University.
Cameron’s been a Certified Financial Planner™ (CFP) licensee since 1999, a licensed health and life insurance agent, and holds Series 6,7,24,63, and 65 security industry licenses. He has helped hundreds of families plan and invest for the future.
Drawing upon his years running and selling a long-held family business and a Certified Exit Planning Advisor™ (CEPA) licensee, he also helps business owners planning for and selling their business.
In his spare time, he is an assistant scoutmaster with Troop 796 of the Boy Scouts, enjoys wilderness backpacking and hiking, and spending time with his family. He also has two sons in college.
Tricia is our Vice President. She is responsible for portfolio management, accounting, billing, and overall firm financial operations.
She has a Bachelor of Science degree in Accounting from Penn State University. Prior to working at Wealth Management Institute Ltd., she was employed in the student loan industry for almost 20 years. When not at work, Tricia enjoys spending time with her family, going to sporting events (especially Penn State football games), scrapbooking, traveling and being outdoors.
