Cameron is an Investment Advisor Representative and a Registered Representative of Cetera Advisors, LLC with over 10 years of experience in the Financial Services industry. She received her Bachelor of Science in Finance and International Business from Montana State University – Bozeman. At her core, Cameron loves helping people succeed. By utilizing creative portfolio design and comprehensive financial planning, she assists young professionals, families, and businesses achieve peace of mind.
Before joining Purpose Planning, Cameron served as Associate Vice President at an alternative investment firm. Additionally, her 12 years of experience in the investment management and financial planning world has given her a unique perspective on the wide range of investment options available today and a strong foundation for working with and educating clients.
Cameron lives in Bozeman, Montana with her husband Tim and chocolate lab, Miah. When she is not working, you can find Cameron in the mountains. Depending on the season, she may be skiing Montana’s infamous cold smoke, floating down the Yellowstone river, or mountain biking with friends.