Favorite financial planning Opportunities

1. Utilizing tax planning to maximize charitable gifting

2. Planning out multiple years of a RSU vesting schedule

3. Determining next steps after a sale of business or partial sale to private equity firm

4. Planning for equity compensation of Pre-IPO companies

5. Viewing your financial decisions through a faith driven lens.



919-851-8200 ext. 207



Family – Married to my High School sweetheart and have  2.5-year-old twin boys (yes, they are identical and yes, we were shocked!)

Pets – 9-year-old 100lb Black Lab (Charlie/Charles)

From – Eastern NC

Current Hobby – Planning RV trips up and down the east coast (Also NC State sports when not in the middle of a global pandemic!)


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

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