As a partner and primary advisor, my philosophy for managing money is a three step formula: give generously, save wisely, and live sufficiently. This is done by providing intentional and purposeful recommendations in accordance with our clients priorities and goals.
I grew up in the Eastern NC town of New Bern. After moving to Raleigh and graduating from NC State my high school sweetheart, Abby, along with our identical twin boys, have made our home in the Holly Springs/Fuquay-Varina area and enjoy the small town feel while still being in close driving distance to NC State sporting events.
919-851-8200 ext. 207
Check out these popular articles Cameron has written for the FSI Blog
- Donor-Advised Fund or a Private Foundation for a Charitable Giving Strategy
- What to Do When Your RSUs Vest
- Creating a Better Framework for Making Financial Decisions
- Planning Your Family’s Financial Legacy – Marriage, Kids and Money Podcast
- The Process
Cameron is also the author of the book Where Family and Finance Meet, How to Align Your Finances With Your Family Values. Hear Cameron discuss the book on the Financial Symmetry Podcast.