Led by Jeff and Kim Camarda, lead partners of the firm, who were also married in 2001, a culture of family values permeates throughout the firm. Over the years, each teammate has become an extension of that core family.
At Camarda Wealth, we use a team approach philosophy applied to work with our clients, so they get the benefit of working with more than just one person. Each client relationship is given a lead advisor that is supported with assistants and the other powerful resources we have to offer.
Read more about each member of our team and the work they do to help our clients:
Principals
Dr. Jeff Camarda
CFA®, E.A., PHD FINANCIAL & RETIREMENT PLANNING Previous Certifications: CFP®, CHFC®, CLU®, MSFS®, CFS®, BCM™
Firm Chairman, CEO, Chair Portfolio Management Board
Kim Camarda, ChFC®
Previous Certifications: CFS®, BCM™, CFP®
President, Portfolio Management Board, Chief Technology Officer
Advisors & Support Staff
Joyce Eason
Senior Portfolio Accounting / Trading Specialist
Troy Lerche, CFP®
Director of Financial Planning
Ashley Howard, IACCP®
Chief Compliance Officer & Human Resources Director
Jonathan Camarda, CFA®,CAIA®, CMT®, CIMA®, CFTe®, CHP®, CPWA®, CFP®, ChFC®, CLU®, CFS®
Chief Investment Officer
Winter Bryant
Executive Assistant / Accounts Payable
Thomas Razzano
Senior Business Development Officer
Deborah Gilbert
Operations and Real Estate Property Management
