The Team

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 Compliance Officer

Advisors & Support Staff

Robert Tucker, ChFC®

Personal Wealth Advisor

Daniel Howell, CFP®

Personal Wealth Advisor

Kirk McLeod

Vice President of Wealth Management

David J. Smith

Business Development Officer

Angela Stone

Compliance Associate /                                Client Experience Director

Thomas Razzano

Senior Business Development Officer

 

Monique McKenzie

Associate Personal Wealth Advisor

 

Rick Martin

Marketing Coordinator /                          Human Resources

Joyce Eason

Senior Portfolio Accounting /                Trading Specialist

 

Winter Bryant

Executive Assistant /                                Director of First Impressions

Anne Camarda

Camarda Real Estate Partners /  Residential Property Management

Can one of the Camarda Wealth teammates help you?