ABOUT US

Providing a better way to protect your financial health  

Founded on decades of experience in providing advanced planning solutions and capital markets expertise to individual and institutional clientele.  We focus on engaging the needs of our clients to increase the quality of their life.  Our firm is committed to innovation through rigorous academic research as we continue to best serve a multi-generational audience.

Meet The Team

Marc Jimenez

Wealth Advisor
As a Wealth Advisor, Managing Principal, and Chief Investment Officer, Marc Jimenez, CFA, CFP® specializes in helping individuals and small business owners with their stock & option compensation, along with managing their concentrated wealth.

Jimenez lives a well-rounded life, which allows him to connect with his clients while personalizing their financial plan. When he’s not spending time with his wife and daughter, Marc loves being outdoors and watching college football. He’s also involved in a local chess community where he continues to volunteer and encourage interest in chess for children of all ages. In addition to CAM, Marc established Clock for Kids, helping Colorado’s scholastic chess players to support, promote, and foster the development of local youth.

After nearly 20 years in the industry, CAM was birthed from the necessity of helping a multigenerational audience navigate their finances. This includes greater use of innovative technology, a forward-thinking approach to investments & risk management, and more comprehensive financial planning solutions.

Sarah contino

Wealth Advisor
As a Wealth Advisor and Investment Advisor Representative at CAM Investor Solutions, Sarah Contino, AAMS® CRPC® specializes in assisting individuals in higher education, helping executives with their stock & option compensation, and developing small business retirement plans.

Contino is an active mother of two (Rocco, 9 years old and Sophia, 13 years old) and a loving wife to her husband. The two are heavily involved in their children’s activities and even coach a couple of their sports. Despite being a very career-driven person, friends and family lie at the heart of Sarah’s values, a quality which allows her to connect with the needs of each CAM client.

After 18 years of working for large corporate brokerage firms, Contino joined CAM to allow her to offer independent advice. As a fee-only fiduciary, this allows her to continue best serve her clients. While she may still take time to unwind with activities like playing golf and exercising her craftier side, her current creative outlet is developing marketing content and social media posts to help educate people about their money.

Alyssa Calhoun

Director of Client Communications
As Director of Client Communications and Associate Wealth Advisor at CAM Investor Solutions, Alyssa Calhoun, MBA focuses on engaging with the firm's clients to better their experience and make a positive impact on their lives. As a member of both the advisory team and the firm's investment committee, she has the unique opportunity to share her background and academic experience with current and prospective clients.

Calhoun is the wife of a transit enthusiast and a mother of two energetic children (Logan, 5 years old and Evie, 3 years old). From her time spent living in the Netherlands, Alyssa has garnered a love of traveling with her family, taking the local public transit in every city they visit. She also has two dogs, Farrah and Samantha, who accompany her on hiking trips and nature walks. Coming from a long line of educators, Alyssa has a deep interest in financial literacy, helping people of all ages learn the basics of finance. Through her passions, experiences, and genuine desire to see others succeed, Calhoun is able to create real connections with her clients.

After 14 years at Dimensional Fund Advisors and Shell Asset Management Company (SAMCo), Calhoun joined CAM out of a desire to work directly with clients and make a difference in their lives. With her knowledge from previous roles in portfolio management, corporate governance, project management, and client communications, she has a wide array of skills to contribute to CAM’s one on one work with clients and strives to always provide an excellent client experience.
Marc Jiminez
Wealth Advisor
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Marc Jimenez

Sarah Contino
Wealth Advisor
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Sarah Contino

Jordan Bennett
Client Service Associate
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Jordan Bennett

Dana Thibodeau
Associate
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Dana Thibodeau

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