Just like you wouldn’t see your cardiologist for knee pain, Kameron fervently believes physicians deserve an advisor that is a specialist rather than a generalist, and his advisory practice is primarily focused on orthopedic surgeons. Kameron loves coming alongside these highly motivated, specialized, and short-on-time surgeons to guide them on their practice and personal finances allowing them to focus on what they love – being world class orthopedic surgeons. From surgery center analysis to proactive asset protection planning, from debt structuring to innovative tax planning strategies – surgeons nationwide have come to view Kameron as their “first assist” for their financial lives.

Kameron served as an advisor with PNC Bank and then State Bank from 2012-2019 before joining the team at Vestia. While Kameron appreciated the experience gained in his career with two exceptional banks, the independent Vestia platform allows him to provide a broader range of independent options and competitive solutions for his clients. He is particularly adept at navigating complex issues facing medical practice owners as a result of his background in banking and remains well connected in the banking community.

Similar to the surgeons he serves, Kameron highly values a continual refining of his craft, which has led to a rich educational and training background in Financial Planning and Wealth Management. He graduated with his BS in Business Administration from International Business College in Fort Wayne, IN. He went on to become an Accredited Wealth Management Advisor®, a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant®, and he isn’t stopping there! Kameron is currently pursuing a Masters of Science in Personal Financial Planning and Taxation.

Kameron and his wife Autum live in Huntertown, IN with their two dogs Oakley and Kingston.