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 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

Anne Camarda

Camarda Real Estate Partners /  Residential Property Management

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