What do you do at Camarda Wealth?
My primary duty is to explore potential client needs and provide information on firm services and educational resources in order to facilitate introductions to the firm, and help new clients learn more about a relationship with Camarda Wealth.
What are your credentials/past experience, for working in your position?
I am currently an Investment Advisory Representative but have held general securities and supervisory securities licenses since entering the profession with Charles Schwab in 1995. After serving 15 years at Schwab and a few more at Merrill Lynch, I joined the Camarda Wealth team.
What is something the investing public has to deal with that you want to fix?
The lack of estate and tax planning is a major problem. So many families do not get the proper help in this area and education is the key. I try to understand clients’ needs and helping them understand our approach to filling their needs.
What do you like about working at Camarda Wealth?
I enjoy people and doing what’s right for the client so this is a great place to work. I have worked in the financial services industry for over 20 years and have finally found a firm I am honored to call home.
Favorite Podcasts / Books:
The Winning Edge by Don Shula, 1984 by George Orwell, Barbarians at the Gate by Bryan Burrough & John Helyar
What is your background?
I was born and raised in a close-knit neighborhood in South Florida where everyone looked out for everyone else. As an athlete growing up, my PE coach had the most impact on me and gave me leadership roles (Class Captain) in school. I was and still am a sports trivia fanatic. My favorite food was homemade Spaghetti and Meatballs. My mom made all the great comfort foods. Older siblings had a major impact.
What do you enjoy doing when you are not working?
Golf, Tennis, power walks.