I approach financial planning in a calm, even-keeled manner with the goal of bringing simplicity to an overwhelming situation. This is done by compassionately listening to clients’ needs and pain points in order to provide intentional and purposeful recommendations for us to implement together.

I grew up in the eastern NC town of New Bern. After moving to Raleigh and graduating from NC State my wife, 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

  1. Donor-Advised Fund or a Private Foundation for a Charitable Giving Strategy
  2. What to Do When Your RSUs Vest
  3. My Best Spring Break Ever (The Cost of College)
  4. Planning Your Family’s Financial Legacy – Marriage, Kids and Money Podcast
  5. 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.