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Get to Know Your Team

At Wealth Management Institute, Ltd.

Schedule Time to Meet


Independent

Because we believe in serving you, the client - not the industry. 

Analytical

Our recommendations are designed with data that simply makes sense. 

Sustainable

Experience our green energy initiative, Springwood.

Fiduciary

Your best interests are at the foundation of our process and experience. 



C. Cameron Bell, MAS, CFP® Photo
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C. Cameron Bell, MAS, CFP®

Executive Director

C. Cameron Bell

C. Cameron Bell, MAS, CFP®

Executive Director

P: (301) 926-7276

F: (301) 926-0530

E: cameron.bell@wealthmanagementpro.com


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 wife and daughter. He also has two sons in college.

Tricia Yetter Photo
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Tricia Yetter

Vice President

Tricia Yetter


Tricia Yetter

Vice President

P: (301) 926-7276 ext. 102

F: (301) 926-0530

E: tricia.yetter@wealthmanagementpro.com


Tricia is our Quality Control Manager. She is responsible for portfolio management accounting and billing in addition to overall firm financial operations. Engaging, professional, and dedicated, her ideas helps us stay focused on making things easy. She's also the best source in the office for all the local eateries and entertainment options! 

She has a Bachelor of Science degree in Accounting from Penn State University. She was born and raised in Pennsylvania and moved to Maryland in 2015. 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 and being outdoors.


Kelly Garcia Photo
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Kelly Garcia

Client Service and Marketing Manager

Kelly Pell

Kelly Garcia

Client Services and marketing Manager

P: (301) 926-7276 ext. 104

F: (301) 926-0530

E: kelly.garcia@wealthmanagementpro.com


Kelly is our Client Services and Marketing Manager. She is responsible for preparing all meeting reports and materials, schedule client appointments, and executing service requests. She responds to questions regarding accounts, policies, and procedures. She is also in charge of all marketing materials and social media platforms. 

She is an avid gardener and sustainability advocate currently completing her Bachelor of Arts in Sustainability Studies at Hood College. She enjoys spending time outdoors and playing with her dogs Jackbob and Pepper.